MWM
Momentous Wealth Management Portfolio holdings
AUM
$155M
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 |
Vanguard Core Bond ETF
VCRB
|
$4.2M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.92M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$2.67M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.38M |
| 5 |
CVB Financial
CVBF
|
$2.17M |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$283K |
| 2 |
Vanguard Russell 3000 ETF
VTHR
|
$80K |
| 3 |
Vanguard Total Bond Market
BND
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Schwab US REIT ETF
SCHH
$8.38B
| – | – |
-13,461
| Closed | -$283K |
|