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
$356M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$1.05M
3
+$1.03M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.02M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$921K

Top Sells

1
+$6.75M
2
+$6.48M
3
+$3.61M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$3.16M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.08M

Sector Composition

1 Technology 10.28%
2 Communication Services 0.75%
3 Healthcare 0.6%
4 Consumer Discretionary 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.34%
25,166
+1,427
27
$968K 0.27%
1,818
-97
28
$965K 0.27%
23,419
-25,018
29
$963K 0.27%
27,612
-9,615
30
$910K 0.26%
3,510
-46
31
$780K 0.22%
2,079
-370
32
$700K 0.2%
3,677
-3,456
33
$698K 0.2%
13,547
-3,607
34
$477K 0.13%
578
-11
35
$459K 0.13%
13,640
-4,247
36
$424K 0.12%
19,695
37
$414K 0.12%
2,395
-57
38
$412K 0.12%
1,500
39
$406K 0.11%
2,429
-641
40
$396K 0.11%
1,096
41
$378K 0.11%
4,666
42
$346K 0.1%
1,348
+46
43
$318K 0.09%
6,936
44
$307K 0.09%
452
-69
45
$300K 0.08%
1,953
-670
46
$289K 0.08%
4,679
-4,506
47
$271K 0.08%
3,092
-23
48
$262K 0.07%
277
-9
49
$262K 0.07%
4,215
-800
50
$257K 0.07%
2,620
-547
1
2
3