MTWM

Masso Torrence Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 21.12%
This Quarter Est. Return
1 Year Est. Return
+21.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$874K
3
+$754K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$491K
5
RDDT icon
Reddit
RDDT
+$400K

Top Sells

1
+$4.77M
2
+$3.23M
3
+$1.11M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$997K

Sector Composition

1 Technology 29.26%
2 Consumer Discretionary 5.51%
3 Communication Services 4.44%
4 Financials 3.64%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.31%
1,231
+56
52
$593K 0.31%
3,026
-199
53
$557K 0.29%
10,505
+506
54
$547K 0.29%
709
+6
55
$522K 0.27%
1,484
+37
56
$504K 0.26%
2,924
+26
57
$500K 0.26%
5,919
+68
58
$492K 0.26%
8,313
+294
59
$488K 0.26%
5,162
+88
60
$469K 0.25%
9,318
-750
61
$468K 0.25%
3,166
+1
62
$465K 0.24%
1,359
-30
63
$446K 0.23%
985
+30
64
$403K 0.21%
10,081
+480
65
$400K 0.21%
+2,448
66
$399K 0.21%
1,375
+96
67
$377K 0.2%
+8,183
68
$354K 0.19%
+4,680
69
$328K 0.17%
2,717
70
$312K 0.16%
1,565
+41
71
$307K 0.16%
494
72
$301K 0.16%
+6,000
73
$298K 0.16%
175
74
$282K 0.15%
6,419
75
$282K 0.15%
11,953
1 2
3
4 5