We are live on ! Find out more
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
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$211K
3
+$119K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$117K
5
TEF
Telefonica
TEF
+$53.2K

Top Sells

1
+$2.32M
2
+$374K
3
+$352K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$351K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$304K

Sector Composition

1 Technology 4.75%
2 Communication Services 2.03%
3 Financials 1.23%
4 Consumer Discretionary 0.96%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328K 0.21%
2,909
-3,363
27
$314K 0.2%
705
-252
28
$313K 0.2%
1,351
+20
29
$290K 0.18%
2,420
+10
30
$278K 0.18%
943
31
$269K 0.17%
2,274
32
$261K 0.17%
1,803
-7
33
$249K 0.16%
2,412
-194
34
$234K 0.15%
5,124
-128
35
$230K 0.15%
4,614
-21
36
$228K 0.14%
960
-104
37
$212K 0.13%
523
-412
38
$100K 0.06%
13,867
-139
39
$50.9K 0.03%
+10,014
40
$18.6K 0.01%
12,600
41
– –
-370
42
– –
-28,655
43
– –
-117,467
44
– –
-832
45
– –
-1,419
46
– –
-10,125
47
– –
-880
1
2