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
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.84M
3
+$968K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$838K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$540K

Top Sells

1
+$2.22M
2
+$1.91M
3
+$1.32M
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$843K
5
SBUX icon
Starbucks
SBUX
+$750K

Sector Composition

1 Technology 21.13%
2 Consumer Discretionary 5.13%
3 Healthcare 3.5%
4 Communication Services 3.42%
5 Financials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
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