MTWM
Masso Torrence Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
+11.39%
1 Year Return
+21.12%
3 Year Return
+101.84%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+13%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
50.17%
Holding
100
New
16
Increased
38
Reduced
29
Closed
10
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$7.42M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$6.93M |
| 3 |
BlackRock Flexible Income ETF
BINC
|
$2.74M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.18M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 24.89% |
| 2 | Consumer Discretionary | 5.29% |
| 3 | Communication Services | 4.23% |
| 4 | Financials | 3.44% |
| 5 | Healthcare | 2.65% |
