MWP
Momentum Wealth Planning Portfolio holdings
AUM
$117M
1 Year Est. Return
–
AUM
$117M
AUM Growth
–
Holding
39
Top Buys
| 1 | +$31.9M | |
| 2 | +$16.1M | |
| 3 | +$6.58M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$5.28M |
| 5 |
Broadcom
AVGO
|
+$4.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 9.89% |
| 2 | Technology | 8.08% |
| 3 | Financials | 7.23% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Consumer Staples | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$752B
| $888K | 0.76% |
+1,558
|
|
||
27
Apple
AAPL
$3.67T
| $634K | 0.54% |
+3,090
|
|
||
28
Uber
UBER
$193B
| $544K | 0.46% |
+5,829
|
|
||
29
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
| $514K | 0.44% |
+1,164
|
|
||
30
Shopify
SHOP
$203B
| $436K | 0.37% |
+3,783
|
|
||
31
Alibaba
BABA
$383B
| $421K | 0.36% |
+3,617
|
|
||
32
Booking.com
BKNG
$161B
| $365K | 0.31% |
+63
|
|
||
33
Energy Select Sector SPDR Fund
XLE
$25.6B
| $331K | 0.28% |
+3,905
|
|
||
34
iShares MSCI USA Value Factor ETF
VLUE
$8.1B
| $329K | 0.28% |
+2,905
|
|
||
35
Constellation Energy
CEG
$124B
| $246K | 0.21% |
+761
|
|
||
36
Microsoft
MSFT
$3.8T
| $237K | 0.2% |
+477
|
|
||
37
Apple Hospitality REIT
APLE
$2.73B
| $231K | 0.2% |
+19,651
|
|
||
38
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
| $211K | 0.18% |
+878
|
|
||
39
Chipotle Mexican Grill
CMG
$56B
| $211K | 0.18% |
+3,750
|
|