MWM

Momentous Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$4.16M
2
+$2.9M
3
+$2.65M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.5M
5
CVBF icon
CVB Financial
CVBF
+$2.34M

Top Sells

1
+$283K
2
+$84.4K
3
+$55.2K
4
BND icon
Vanguard Total Bond Market
BND
+$55.1K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$28.2K

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
– –
-15,281
1 2
3