Portfolio (Quarterly)
Guide ↗
Momentous Wealth Management, Inc.
· CIK 0002055574| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | POWW | OUTDOOR HOLDING CO | Industrials | 12,600.0 | $25K | 0.01% | — | — | $2.01 | +7.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.8%
Financial Services
16.3%
Communication Services
10.9%
Consumer Cyclical
9.4%
Industrials
8.8%
Energy
5.2%
Consumer Defensive
5.0%
Healthcare
4.6%