We are live on ! Find out more
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
$103M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$534K
3
+$402K
4
VB icon
Vanguard Small-Cap ETF
VB
+$381K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$344K

Top Sells

1
+$520K
2
+$293K
3
+$199K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$199K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$199K

Sector Composition

1 Technology 2.81%
2 Consumer Discretionary 0.6%
3 Consumer Staples 0.59%
4 Energy 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-605
127
– –
-39
128
– –
-300
129
– –
-471
130
– –
-75
131
– –
-8
132
– –
-3
133
– –
-391
134
– –
-6
135
– –
-189
136
– –
-1,121
137
– –
-1,006
138
– –
-600
139
– –
-405
140
– –
-42
141
– –
-47
142
– –
-2,991
143
– –
-19
144
– –
-2,770
145
– –
-2,160
146
– –
-600
147
– –
-18
148
– –
-99
149
– –
-761
150
– –
-848
4 5
6
7 8