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
$292M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.45M
3
+$2.38M
4
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.72M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.3M

Top Sells

1
+$4.23M
2
+$263K
3
+$240K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$142K
5
BSV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$966K 0.33%
16,206
-313
27
$918K 0.31%
3,693
28
$886K 0.3%
17,890
+130
29
$787K 0.27%
15,162
+583
30
$749K 0.26%
+25,777
31
$739K 0.25%
5,293
+53
32
$672K 0.23%
6,020
+90
33
$581K 0.2%
2,450
+1,400
34
$568K 0.19%
17,962
+384
35
$476K 0.16%
3,343
36
$474K 0.16%
+1,328
37
$462K 0.16%
9,144
+142
38
$458K 0.16%
3,070
+9
39
$411K 0.14%
4,666
40
$399K 0.14%
21,483
41
$396K 0.14%
6,837
+83
42
$384K 0.13%
2,658
+6
43
$372K 0.13%
+768
44
$367K 0.13%
2,452
45
$342K 0.12%
+1,127
46
$334K 0.11%
574
+6
47
$326K 0.11%
+6,928
48
$298K 0.1%
512
+1
49
$283K 0.1%
2,947
+21
50
$279K 0.1%
1,721
+6
1
2
3