BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.22M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$752K
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$698K

Top Sells

1
+$1.34M
2
+$861K
3
+$495K
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$228K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$215K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.31%
3 Financials 1.1%
4 Consumer Discretionary 1.06%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+6
452
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453
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+5
454
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+54
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+5
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469
$0 ﹤0.01%
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$0 ﹤0.01%
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472
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473
– –
0
474
– –
-47,474
475
$0 ﹤0.01%
+1
16 17 18
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