B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
+7.06%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+9.6%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
81.05%
Holding
63
New
2
Increased
20
Reduced
18
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.77M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.64M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$1.56M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.26M |
| 5 |
Capital Group International Focus Equity ETF
CGXU
|
$1.24M |
Top Sells
| 1 |
Apple
AAPL
|
$595K |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$260K |
| 3 |
KLA
KLAC
|
$165K |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
$124K |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
$123K |
Sector Composition
| 1 | Technology | 8.99% |
| 2 | Communication Services | 0.82% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Healthcare | 0.5% |
| 5 | Financials | 0.3% |
