MWM
Momentous Wealth Management Portfolio holdings
AUM $141M
This Quarter Return
+0.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$20.7M (+17%)
Cap. Flow
+$20.9M
Cap. Flow % of AUM
14.79%
Top 10 Holdings %Top 10 Hldgs %
85.87%
Holding
51
New
12
Increased
31
Reduced
5
Closed
2
Top Buys
| 1 | $4.2M | |
| 2 | $2.92M | |
| 3 | $2.67M | |
| 4 | $2.38M | |
| 5 | $2.17M |
Top Sells
| 1 | $283K | |
| 2 | $80K | |
| 3 | $55.7K | |
| 4 | $55.2K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -15,281 | Closed | -$55.2K |