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Momentous Wealth Management, Inc.

RIA/Wealth

Momentous Wealth Management, Inc.'s ria/wealth institution portfolio and latest SEC filings

Managing PartnerTodd Walter Pisarczyk
Address300 E. 17th Street, Vancouver, WA, 98663, United States

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Momentous Wealth Management, Inc.'s latest filing

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Market Value
$157.7M
Prior: $154.8M
Q/Q Change
+1.91%
+$2.9M
Net Flows % of MV
-3.38%
Turnover Ratio
2.43%
New Purchases
0 stocks
-
Added To
8 stocks
+$1.1M
Sold Out Of
7 stocks
$3.4M
Reduced Holdings
27 stocks
-$3.0M

Increased Positions

PositionShares Δ
1
Meta Platforms, Inc. logo
Meta Platforms, Inc.
META
+83.48%
2
AbbVie logo
AbbVie
ABBV
+1.5%
3
Dimensional Global Sustainability Fixed Income logo
Dimensional Global Sustainability Fixed Income
DFSB
+1.44%
4
VCRB
Vanguard Core Bond
VCRB
+0.83%
5
DFCF
Dimensional Core Fixed Income
DFCF
+0.69%

Decreased Positions

PositionShares Δ
1
CVB Financial logo
CVB Financial
CVBF
Sold
2
Automatic Data Processing, Inc. logo
Automatic Data Processing, Inc.
ADP
Sold
3
GLD
SPDR Gold Trust
GLD
Sold
4
Johnson & Johnson logo
Johnson & Johnson
JNJ
Sold
5
Mastercard logo
Mastercard
MA
Sold
See all changes

Analytics

Portfolio insights and performance metrics for Momentous Wealth Management, Inc.

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Sector Allocation

ETF: 89.10%ETFTechnology: 4.80%Communication Services: 1.90%Financial Services: 1.20%Consumer Cyclical: 1.00%Industrials: 0.90%Consumer Defensive: 0.50%Energy: 0.20%Healthcare: 0.20%
ETF
89.10%
Technology
4.80%
Communication Services
1.90%
Financial Services
1.20%
Consumer Cyclical
1.00%
Industrials
0.90%
Consumer Defensive
0.50%
Energy
0.20%
Healthcare
0.20%

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %
89.97%
Top 20 Holdings %
96.56%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%
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