MWM

Momentous Wealth Management Portfolio holdings

AUM $155M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$18.8M
3
+$15.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$12.6M
5
SCHF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 21.07%
+734,630
2
$18.8M 15.56%
+247,551
3
$15.2M 12.62%
+612,299
4
$12.6M 10.46%
+305,758
5
$11.7M 9.68%
+631,176
6
$6.99M 5.79%
+137,155
7
$5.51M 4.57%
+145,345
8
$5.25M 4.35%
+174,905
9
$2.93M 2.43%
+11,695
10
$2.56M 2.12%
+4,018
11
$2.09M 1.74%
+63,755
12
$1.77M 1.47%
+4,198
13
$1.14M 0.95%
+8,502
14
$749K 0.62%
+3,412
15
$708K 0.59%
+3,718
16
$642K 0.53%
+701
17
$617K 0.51%
+1,053
18
$569K 0.47%
+17,170
19
$359K 0.3%
+1,135
20
$353K 0.29%
+1,341
21
$347K 0.29%
+3,226
22
$344K 0.28%
+1,815
23
$329K 0.27%
+1,267
24
$313K 0.26%
+2,988
25
$313K 0.26%
+937
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