MTWM

Masso Torrence Wealth Management Portfolio holdings

AUM $240M
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.36M
3
+$1.89M
4
PSN icon
Parsons
PSN
+$970K
5
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$845K

Top Sells

1
+$9.08M
2
+$2.24M
3
+$1.39M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$625K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$555K

Sector Composition

1 Technology 27.32%
2 Consumer Discretionary 4.8%
3 Communication Services 4.12%
4 Financials 3.62%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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113
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5