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
$307M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.32M
3
+$629K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$520K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$356K

Top Sells

1
+$4.45M
2
+$525K
3
+$511K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$255K
5
ERET icon
iShares Environmentally Aware Real Estate ETF
ERET
+$241K

Sector Composition

1 Technology 10.36%
2 Communication Services 1.27%
3 Consumer Discretionary 0.8%
4 Healthcare 0.67%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.41%
37,767
+2,458
27
$896K 0.29%
14,372
-1,834
28
$828K 0.27%
15,993
+831
29
$806K 0.26%
5,340
+47
30
$797K 0.26%
6,020
31
$649K 0.21%
3,693
32
$616K 0.2%
21,290
-4,487
33
$601K 0.2%
18,652
+690
34
$593K 0.19%
3,344
+1
35
$558K 0.18%
1,328
36
$484K 0.16%
3,070
37
$455K 0.15%
9,121
-23
38
$442K 0.14%
568
-6
39
$441K 0.14%
2,602
-56
40
$437K 0.14%
21,483
41
$414K 0.13%
6,858
+21
42
$399K 0.13%
2,452
43
$386K 0.13%
4,666
44
$382K 0.12%
1,470
-980
45
$368K 0.12%
1,093
-34
46
$362K 0.12%
519
+7
47
$358K 0.12%
683
-85
48
$337K 0.11%
1,632
-89
49
$326K 0.11%
6,928
50
$284K 0.09%
3,107
+160
1
2
3