MWM

Momentous Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$2.95M
3
+$2.25M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.78M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.12M

Top Sells

1
+$5.87M
2
+$278K
3
+$183K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$52.1K
5
TEF
Telefonica
TEF
+$50.9K

Sector Composition

1 Technology 4.88%
2 Financials 2.6%
3 Communication Services 1.94%
4 Consumer Discretionary 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USD icon
26
ProShares Ultra Semiconductors
USD
$1.74B
$446K 0.25%
+8,485
AVGO icon
27
Broadcom
AVGO
$1.61T
$424K 0.24%
1,224
+22
V icon
28
Visa
V
$594B
$410K 0.23%
1,168
-3
TSLA icon
29
Tesla
TSLA
$1.52T
$363K 0.21%
807
+102
HD icon
30
Home Depot
HD
$349B
$320K 0.18%
930
+407
GLD icon
31
SPDR Gold Trust
GLD
$179B
$313K 0.18%
+791
ABBV icon
32
AbbVie
ABBV
$404B
$304K 0.17%
1,331
-20
CRM icon
33
Salesforce
CRM
$178B
$289K 0.16%
1,091
+131
TJX icon
34
TJX Companies
TJX
$175B
$277K 0.16%
1,800
-3
WMT icon
35
Walmart Inc
WMT
$984B
$274K 0.16%
2,460
+48
JNJ icon
36
Johnson & Johnson
JNJ
$585B
$272K 0.15%
+1,316
LLY icon
37
Eli Lilly
LLY
$890B
$269K 0.15%
+250
NFLX icon
38
Netflix
NFLX
$401B
$233K 0.13%
2,480
+60
ALK icon
39
Alaska Air
ALK
$4.76B
$232K 0.13%
4,607
-7
ADP icon
40
Automatic Data Processing
ADP
$85.8B
$225K 0.13%
+876
ESGV icon
41
Vanguard ESG US Stock ETF
ESGV
$11.5B
$223K 0.13%
1,840
-434
DFAU icon
42
Dimensional US Core Equity Market ETF
DFAU
$10.5B
$220K 0.12%
4,698
-426
QLD icon
43
ProShares Ultra QQQ
QLD
$9.81B
$214K 0.12%
+3,043
HWM icon
44
Howmet Aerospace
HWM
$101B
$204K 0.12%
+993
RUM icon
45
Rumble
RUM
$1.87B
$88.5K 0.05%
14,006
+139
POWW icon
46
Outdoor Holding Co
POWW
$237M
$21.5K 0.01%
12,600
TEF
47
DELISTED
Telefonica
TEF
– –
-10,014
VTHR icon
48
Vanguard Russell 3000 ETF
VTHR
$4.01B
– –
-943
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