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MWM

Momentous Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$211K
3
+$119K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$117K
5
TEF
Telefonica
TEF
+$53.2K

Top Sells

1
+$2.32M
2
+$374K
3
+$352K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$351K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$304K

Sector Composition

1 Technology 4.75%
2 Communication Services 2.03%
3 Financials 1.23%
4 Consumer Discretionary 0.96%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 20.57%
840,885
+673
2
$25.9M 16.44%
330,596
+2,717
3
$23.3M 14.77%
742,395
-6,295
4
$17.2M 10.94%
403,308
+2,753
5
$14.6M 9.25%
626,873
-13,450
6
$8.51M 5.4%
159,833
+2,267
7
$7.19M 4.56%
169,212
+1,113
8
$6.63M 4.2%
201,388
-2,283
9
$3.12M 1.98%
76,265
-1,094
10
$2.95M 1.87%
11,600
-929
11
$2.23M 1.41%
4,299
-474
12
$1.68M 1.07%
9,008
-2,022
13
$1.35M 0.85%
1,833
+834
14
$873K 0.55%
21,255
-381
15
$836K 0.53%
3,434
-138
16
$765K 0.49%
1,009
-7
17
$754K 0.48%
1
18
$734K 0.47%
3,343
-297
19
$608K 0.39%
657
-42
20
$571K 0.36%
2,349
-642
21
$464K 0.29%
1,361
-3
22
$413K 0.26%
1,308
-448
23
$400K 0.25%
1,171
-27
24
$397K 0.25%
1,202
-31
25
$371K 0.23%
737
-725
1
2