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
$125M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$2.63M
2 +$2.54M
3 +$1.83M
4
GMOM icon
Cambria Global Momentum ETF
GMOM
+$1.78M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.7M

Sector Composition

1 Technology 16.09%
2 Financials 3.65%
3 Healthcare 3.44%
4 Communication Services 3.07%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-745
102
-4,379
103
-8,624
104
-83,811
105
-8,890
106
-21,902
107
-19,579