MWM

Momentous Wealth Management Portfolio holdings

AUM $155M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$18.8M
3
+$15.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$12.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.33%
2 Industrials 2.42%
3 Communication Services 1.74%
4 Consumer Discretionary 1.06%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.24%
+4,060
27
$286K 0.24%
+1,193
28
$283K 0.24%
+13,461
29
$278K 0.23%
+1,197
30
$259K 0.21%
+571
31
$258K 0.21%
+639
32
$248K 0.21%
+6,136
33
$245K 0.2%
+275
34
$219K 0.18%
+2,429
35
$215K 0.18%
+1,781
36
$205K 0.17%
+390
37
$180K 0.15%
+13,867
38
$55.2K 0.05%
+15,281
39
$13.9K 0.01%
+12,600
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