MWM

Momentous Wealth Management Portfolio holdings

AUM $158M
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.92M
3
+$2.67M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.38M
5
CVBF icon
CVB Financial
CVBF
+$2.17M

Top Sells

1
+$283K
2
+$80K
3
+$55.7K
4
LOT icon
Lotus Technology
LOT
+$55.2K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$26.7K

Sector Composition

1 Technology 4.72%
2 Financials 3.5%
3 Industrials 2.01%
4 Communication Services 1.49%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.26%
1,362
+21
27
$352K 0.25%
+961
28
$293K 0.21%
1,132
+493
29
$286K 0.2%
1,066
+129
30
$280K 0.2%
+1,338
31
$277K 0.2%
2,827
-161
32
$270K 0.19%
2,890
+140
33
$269K 0.19%
+882
34
$253K 0.18%
+1,523
35
$242K 0.17%
3,301
-759
36
$240K 0.17%
+832
37
$233K 0.16%
943
-324
38
$232K 0.16%
2,646
+217
39
$225K 0.16%
+272
40
$222K 0.16%
1,325
+128
41
$219K 0.15%
1,795
+14
42
$215K 0.15%
393
+3
43
$212K 0.15%
+1,241
44
$209K 0.15%
5,442
-694
45
$99K 0.07%
14,006
+139
46
$89.2K 0.06%
+13,318
47
$82K 0.06%
+32,655
48
$49.7K 0.04%
+10,671
49
$17.4K 0.01%
12,600
50
– –
-15,281
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