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MWM

Momentous Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$923K
3
+$569K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$422K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$409K

Top Sells

1
+$1.71M
2
+$970K
3
+$446K
4
GLD icon
SPDR Gold Trust
GLD
+$313K
5
CRM icon
Salesforce
CRM
+$289K

Sector Composition

1 Technology 4.22%
2 Financials 2.54%
3 Communication Services 1.8%
4 Consumer Discretionary 1%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.77T
$391K 0.22%
1,263
+39
DFAI icon
27
Dimensional International Core Equity Market ETF
DFAI
$16B
$368K 0.21%
+9,433
JNJ icon
28
Johnson & Johnson
JNJ
$574B
$356K 0.2%
1,456
+140
TSLA icon
29
Tesla
TSLA
$1.43T
$326K 0.19%
878
+71
HD icon
30
Home Depot
HD
$318B
$291K 0.17%
884
-46
TJX icon
31
TJX Companies
TJX
$185B
$288K 0.16%
1,802
+2
V icon
32
Visa
V
$614B
$276K 0.16%
913
-255
ABBV icon
33
AbbVie
ABBV
$397B
$271K 0.15%
1,244
-87
WMT icon
34
Walmart Inc
WMT
$960B
$263K 0.15%
2,117
-343
NFLX icon
35
Netflix
NFLX
$345B
$248K 0.14%
2,575
+95
LLY icon
36
Eli Lilly
LLY
$1.01T
$236K 0.13%
256
+6
HWM icon
37
Howmet Aerospace
HWM
$99.8B
$231K 0.13%
1,002
+9
LRCX icon
38
Lam Research
LRCX
$402B
$230K 0.13%
+1,077
ESGV icon
39
Vanguard ESG US Stock ETF
ESGV
$12.7B
$207K 0.12%
1,840
RUM icon
40
Rumble
RUM
$1.51B
$71.4K 0.04%
14,006
POWW icon
41
Outdoor Holding Co
POWW
$236M
$25.3K 0.01%
12,600
QLD icon
42
ProShares Ultra QQQ
QLD
$12.8B
– –
-3,043
USD icon
43
ProShares Ultra Semiconductors
USD
$2.58B
– –
-8,485
ADP icon
44
Automatic Data Processing
ADP
$92.4B
– –
-876
ALK icon
45
Alaska Air
ALK
$4.64B
– –
-4,607
CRM icon
46
Salesforce
CRM
$140B
– –
-1,091
DFAU icon
47
Dimensional US Core Equity Market ETF
DFAU
$11.8B
– –
-4,698
GLD icon
48
SPDR Gold Trust
GLD
$134B
– –
-791
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