MWP
Momentum Wealth Planning LLC Portfolio
Invests via Momentum Wealth Planning LLC | Managed by David Ernest Flanders II, Blake David Flanders
Invests via Momentum Wealth Planning LLC
Managed by David Ernest Flanders II, Blake David Flanders
Automatically Tracked
Company Profile
Registered as a boutique wealth management firm, Momentum Wealth Planning LLC provides financial planning, investment advisory and retirement strategies for high-net-worth individuals and small institutions. The firm emphasizes fee-based wealth management, asset allocation, tax-aware planning and fiduciary client service, often coordinating with CPA and legal advisors. Capital focus is discretionary portfolios, managed accounts and retirement income solutions across liquid fixed income and equity strategies.
Registered as a boutique wealth management firm, Momentum Wealth Planning LLC provides financial planning, investment advisory and retirement strategies for high-net-worth individuals and small institutions. The firm emphasizes fee-based wealth management, asset allocation, tax-aware planning and fiduciary client service, often coordinating with CPA and legal advisors. Capital focus is discretionary portfolios, managed accounts and retirement income solutions across liquid fixed income and equity strategies.
Investment Philosophy & Strategy
Positioned as a boutique fiduciary wealth manager, Momentum Wealth Planning prioritizes tax-aware, goals-driven capital allocation across discretionary managed accounts and retirement solutions. The firm favors diversified multi-asset portfolios blending liquid fixed income and equities, emphasizing liability-matching, cash-flow planning and volatility control. Investment decisions combine strategic asset allocation with tactical rebalancing, fee-based transparency, and coordination with CPA/legal advisors to preserve after-tax wealth for high-net-worth clients over long-term horizons.
Positioned as a boutique fiduciary wealth manager, Momentum Wealth Planning prioritizes tax-aware, goals-driven capital allocation across discretionary managed accounts and retirement solutions. The firm favors diversified multi-asset portfolios blending liquid fixed income and equities, emphasizing liability-matching, cash-flow planning and volatility control. Investment decisions combine strategic asset allocation with tactical rebalancing, fee-based transparency, and coordination with CPA/legal advisors to preserve after-tax wealth for high-net-worth clients over long-term horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.19%
Gain -0.74%
Monthly
1.36%
Yearly
16.19%
Drawdown
11.87%
$137.87M
Equity
Holdings
$137.87M
Investment
$118.14M
$20.41M
Profit -$1.1M
Realized
$671,071.29
Unrealized
$19.74M
Dividends
$1.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$1.1M
Win %
50%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$506,158.33
Win %
50%
This Month
Compared to last month
Gain
-0.37%
Profit
-$506,158.33
Win %
50%
This Year
Compared to last year
Gain
8.92%
Profit
$11.29M
Win %
50%
META Meta Platforms Inc Class A
+4.24%
+$23,727.6 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.19%
+$16,322.44 
APLE Apple Hospitality REIT, Inc.
+1.67%
+$3,762.75 
XLE Energy Select Sector SPDR Fund
+1.31%
+$6,087.6 
RDDT Reddit Inc Class A
+0.17%
+$1,467.4 
NXST Nexstar Media Group Inc.
+0.1%
+$2,912.22 
UBER Uber Technologies, Inc.
+0.1%
+$440.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$208.78 
TSLA Tesla, Inc.
0%
+$161.52 
JPM JPMorgan Chase & Co.
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
RKT Rocket Companies, Inc. Class A
-7.8%
-$14,016 
ORCL Oracle Corporation
-5.76%
-$111,400.96 
KWEB KraneShares CSI China Internet ETF
-3.99%
-$68,419.46 
NVDA NVIDIA Corporation
-3.55%
-$133,911.36 
SHOP Shopify Inc.
-3.48%
-$24,004.86 
MSFT Microsoft Corp.
-3.11%
-$6,530.72 
IBIT iShares Bitcoin Trust
-2.76%
-$8,149.05 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$18,522.24 
AMZN Amazon.com Inc
-2.53%
-$84,688.5 
NFLX Netflix, Inc.
-2.17%
-$13,267.3 
MELI MercadoLibre, Inc.
-2.05%
-$11,932.92 
GS The Goldman Sachs Group, Inc.
-1.93%
-$68,028.35 
AAPL Apple Inc.
-1.57%
-$81,228.42 
BKNG Booking Holdings Inc.
-1.45%
-$3,827.25 
MAGS Roundhill Magnificent Seven Fund
-1.13%
-$26,489.58 
GEV GE Vernova Inc.
-1.04%
-$5,658.15 
GLD SPDR Gold Shares
-0.99%
-$7,362 
GOOGL Alphabet Inc
-0.79%
-$2,860 
GOOG Alphabet Inc
-0.76%
-$55,633.59 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$282,822.54 
VOO Vanguard S&P 500 ETF
-0.71%
-$6,120.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.68%
-$14,679.04 
AVGO Broadcom Inc.
-0.49%
-$19,548.36 
WFC-PL Wells Fargo & Company
-0.47%
-$4,633.91 
ANET Arista Networks, Inc.
-0.47%
-$1,460.8 
BAC-PL Bank of America Corporation
-0.32%
-$3,195.72 
QQQ Invesco QQQ Trust
-0.26%
-$62,010 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$11,562.89 
VTV Vanguard Value ETF
-0.01%
-$348.4 Events
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Dividends
Dividend Analysis
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| Trades 107 | Longs Won 57/107 53% | Profit Factor 5.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $897,795.64 |
| Average Win $434,678.51 | Best Trade (Jun 02) $7.16M | Sharpe Ratio -10.31 |
| Average Loss -$87,401.34 | Worst Trade (May 03) -$865,652.14 | Z-Score -0.35 (27.03%) |
| Commissions $0 | Avg. Trade Length 6m 3w 2d | Expectancy $190,715.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 1,577 | 1,420 | 1,262 | 1,104 | 946 | 789 | 631 | 473 | 315 | 158 |
Hover over the desired column for a detailed explanation.
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