B

BetterWealth Portfolio holdings

AUM $390M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.53M
3
+$1.52M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.11M
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$947K

Top Sells

1
+$602K
2
+$339K
3
+$214K
4
LLY icon
Eli Lilly
LLY
+$208K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$122K

Sector Composition

1 Technology 11.99%
2 Communication Services 1.17%
3 Consumer Discretionary 0.69%
4 Energy 0.38%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$508K 0.21%
+16,986
27
$506K 0.2%
9,168
+17
28
$499K 0.2%
3,061
-40
29
$484K 0.2%
9,258
-841
30
$469K 0.19%
4,538
31
$465K 0.19%
4,666
32
$378K 0.15%
5,890
+40
33
$352K 0.14%
9,058
+46
34
$339K 0.14%
2,452
35
$338K 0.14%
2,652
36
$305K 0.12%
2,926
37
$290K 0.12%
1,869
+1
38
$272K 0.11%
1,000
39
$228K 0.09%
556
40
$220K 0.09%
13,600
41
$219K 0.09%
7,600
42
$212K 0.09%
1,929
+4
43
$210K 0.09%
+1,711
44
$162K 0.07%
12,841
+14
45
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