MWM
Momentous Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
-2.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.65%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$25.4M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
$18.8M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$15.2M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$12.6M |
| 5 |
Schwab International Equity ETF
SCHF
|
$11.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.33% |
| 2 | Industrials | 2.42% |
| 3 | Communication Services | 1.74% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Financials | 0.92% |
