MWM
Momentous Wealth Management Portfolio holdings
AUM
$155M
1 Year Est. Return
–
AUM
$141M
AUM Growth
+$20.7M
(+17%)
Holding
51
Top Buys
| 1 | +$4.2M | |
| 2 | +$2.92M | |
| 3 | +$2.67M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.38M |
| 5 |
CVB Financial
CVBF
|
+$2.17M |
Top Sells
| 1 | +$283K | |
| 2 | +$80K | |
| 3 | +$55.7K | |
| 4 |
Lotus Technology
LOT
|
+$55.2K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Schwab US REIT ETF
SCHH
$8.49B
| – | – |
-13,461
|
|