Asset Manager
← All Institutions
Momentous Wealth Management, Inc.
Market Value
$0
-100.0%
Holdings
46
-2
New Purchases
0
Added To
0
Closed
46
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $0 | 0% |
| Large Cap | 14 | $0 | 0% |
| Mid Cap | 7 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$856.1B
Median Market Cap
$160.8B
Avg P/E
45.4
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
31
# ETFs / Funds
15
Top Holdings (46 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | —% | — | — | — | -$755K | -1 | -100.0% | SOLD |
| 2 | XOM | —% | — | — | — | -$684K | -5,680 | -100.0% | SOLD |
| 3 | HWM | —% | — | — | — | -$204K | -993 | -100.0% | SOLD |
| 4 | ALK | —% | — | — | — | -$232K | -4,607 | -100.0% | SOLD |
| 5 | HD | —% | — | — | — | -$320K | -930 | -100.0% | SOLD |
| 6 | ABBV | —% | — | — | — | -$304K | -1,331 | -100.0% | SOLD |
| 7 | CRM | —% | — | — | — | -$289K | -1,091 | -100.0% | SOLD |
| 8 | TJX | —% | — | — | — | -$277K | -1,800 | -100.0% | SOLD |
| 9 | JPM | —% | — | — | — | -$569K | -1,767 | -100.0% | SOLD |
| 10 | PH | —% | — | — | — | -$881K | -1,002 | -100.0% | SOLD |
| 11 | V | —% | — | — | — | -$410K | -1,168 | -100.0% | SOLD |
| 12 | LLY | —% | — | — | — | -$269K | -250 | -100.0% | SOLD |
| 13 | JNJ | —% | — | — | — | -$272K | -1,316 | -100.0% | SOLD |
| 14 | GD | —% | — | — | — | -$457K | -1,356 | -100.0% | SOLD |
| 15 | CVBF | —% | — | — | — | -$2M | -117,451 | -100.0% | SOLD |
| 16 | COST | —% | — | — | — | -$583K | -676 | -100.0% | SOLD |
| 17 | ADP | —% | — | — | — | -$225K | -876 | -100.0% | SOLD |
| 18 | AMZN | —% | — | — | — | -$891K | -3,862 | -100.0% | SOLD |
| 19 | AAPL | —% | — | — | — | -$3M | -12,295 | -100.0% | SOLD |
| 20 | META | —% | — | — | — | -$1M | -1,559 | -100.0% | SOLD |
| 21 | USD | —% | — | — | — | -$446K | -8,485 | -100.0% | SOLD |
| 22 | DFCF | —% | — | — | — | -$19M | -444,774 | -100.0% | SOLD |
| 23 | DFAX | —% | — | — | — | -$25M | -777,518 | -100.0% | SOLD |
| 24 | DFAU | —% | — | — | — | -$220K | -4,698 | -100.0% | SOLD |
| 25 | RUM | —% | — | — | — | -$89K | -14,006 | -100.0% | SOLD |
| 26 | VCRB | —% | — | — | — | -$29M | -368,254 | -100.0% | SOLD |
| 27 | WMT | —% | — | — | — | -$274K | -2,460 | -100.0% | SOLD |
| 28 | DFLV | —% | — | — | — | -$859K | -25,119 | -100.0% | SOLD |
| 29 | AVGO | —% | — | — | — | -$424K | -1,224 | -100.0% | SOLD |
| 30 | ESGV | —% | — | — | — | -$223K | -1,840 | -100.0% | SOLD |
| 31 | GOOGL | —% | — | — | — | -$938K | -2,996 | -100.0% | SOLD |
| 32 | GOOG | —% | — | — | — | -$1M | -3,627 | -100.0% | SOLD |
| 33 | GLD | —% | — | — | — | -$313K | -791 | -100.0% | SOLD |
| 34 | MSFT | —% | — | — | — | -$2M | -4,581 | -100.0% | SOLD |
| 35 | NVDA | —% | — | — | — | -$2M | -11,357 | -100.0% | SOLD |
| 36 | QLD | —% | — | — | — | -$214K | -3,043 | -100.0% | SOLD |
| 37 | TSLA | —% | — | — | — | -$363K | -807 | -100.0% | SOLD |
| 38 | DFAC | —% | — | — | — | -$41M | -1,044,688 | -100.0% | SOLD |
| 39 | DFSI | —% | — | — | — | -$3M | -75,759 | -100.0% | SOLD |
| 40 | POWW | —% | — | — | — | -$22K | -12,600 | -100.0% | SOLD |
| 41 | NFLX | —% | — | — | — | -$233K | -2,480 | -100.0% | SOLD |
| 42 | SCHF | —% | — | — | — | -$16M | -662,494 | -100.0% | SOLD |
| 43 | BRK-B | —% | — | — | — | -$664K | -1,321 | -100.0% | SOLD |
| 44 | DFSU | —% | — | — | — | -$8M | -184,296 | -100.0% | SOLD |
| 45 | DFSE | —% | — | — | — | -$873K | -21,057 | -100.0% | SOLD |
| 46 | DFSB | —% | — | — | — | -$9M | -173,216 | -100.0% | SOLD |