B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
+10.3%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+18%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
6.37%
Top 10 Holdings %
Top 10 Hldgs %
80.67%
Holding
62
New
13
Increased
32
Reduced
9
Closed
1
Top Buys
Top Sells
| 1 |
Avantis Real Estate ETF
AVRE
|
$4.23M |
| 2 |
SPLK
Splunk Inc
SPLK
|
$263K |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$240K |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
$142K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$139K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Communication Services | 1.25% |
| 3 | Consumer Discretionary | 0.86% |
| 4 | Healthcare | 0.73% |
| 5 | Energy | 0.32% |
