MTWM
Masso Torrence Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
+11.58%
1 Year Return
+21.12%
3 Year Return
+101.84%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+0.63%)
Cap. Flow
-$8.09M
Cap. Flow
% of AUM
-6.4%
Top 10 Holdings %
Top 10 Hldgs %
42.54%
Holding
99
New
9
Increased
28
Reduced
40
Closed
8
Top Buys
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$5.03M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.43M |
| 3 |
JPMorgan Active Value ETF
JAVA
|
$2.37M |
| 4 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
$1.56M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.54M |
Sector Composition
| 1 | Technology | 21.01% |
| 2 | Consumer Discretionary | 3.66% |
| 3 | Financials | 3.64% |
| 4 | Communication Services | 3.55% |
| 5 | Healthcare | 3.18% |
