MOMENTOUS WEALTH MANAGEMENT, INC.
MOMENTOUS WEALTH MANAGEMENT, INC. runs MOMENTOUS WEALTH MANAGEMENT, INC. and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $175.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MOMENTOUS WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MOMENTOUS WEALTH MANAGEMENT, INC.'s portfolio at MOMENTOUS WEALTH MANAGEMENT, INC. has delivered returns of +13.69%. Their 3-year annualized return is +13.47%. Looking at the 5-year horizon, MOMENTOUS WEALTH MANAGEMENT, INC. has achieved +13.47% annualized returns at MOMENTOUS WEALTH MANAGEMENT, INC..
Portfolio Value
$175.00M
Alpha Score
12.1
#0 of 1000
Holdings
41
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|