B

BetterWealth Portfolio holdings

AUM $420M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$20.7M
3
+$11.3M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.17M

Top Sells

1
+$18.8M
2
+$14.5M
3
+$12.2M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$11.7M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$6.6M

Sector Composition

1 Technology 13.71%
2 Communication Services 1.06%
3 Consumer Discretionary 1%
4 Healthcare 0.53%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.41%
2,750
27
$1.47M 0.41%
10,194
+9
28
$1.44M 0.4%
3,556
+143
29
$1.22M 0.34%
37,227
+929
30
$1.11M 0.31%
23,739
+4,827
31
$1.03M 0.28%
2,449
-390
32
$930K 0.26%
14,295
+28
33
$874K 0.24%
17,154
+1,264
34
$868K 0.24%
1,915
+576
35
$593K 0.16%
17,887
-86
36
$544K 0.15%
9,185
+17
37
$541K 0.15%
+2,372
38
$455K 0.13%
589
+21
39
$447K 0.12%
19,695
40
$446K 0.12%
3,300
41
$445K 0.12%
3,070
42
$440K 0.12%
1,096
+1
43
$435K 0.12%
1,500
+2
44
$416K 0.11%
4,666
45
$415K 0.11%
2,452
46
$403K 0.11%
2,623
+21
47
$377K 0.1%
6,936
48
$360K 0.1%
1,900
+298
49
$351K 0.1%
1,302
+310
50
$328K 0.09%
521
+1
1
2
3