B

BetterWealth Portfolio holdings

AUM $439M
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.64M
3
+$1.56M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.26M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.24M

Top Sells

1
+$595K
2
+$260K
3
+$165K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$124K
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$123K

Sector Composition

1 Technology 8.99%
2 Communication Services 0.82%
3 Consumer Discretionary 0.55%
4 Healthcare 0.5%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.32%
25,911
+745
27
$1.11M 0.29%
3,510
28
$1.08M 0.28%
27,298
-314
29
$1.02M 0.26%
2,053
-26
30
$990K 0.25%
23,419
31
$883K 0.23%
1,818
32
$807K 0.21%
3,677
33
$741K 0.19%
14,131
+584
34
$526K 0.13%
13,808
+168
35
$469K 0.12%
19,695
36
$465K 0.12%
1,096
37
$450K 0.12%
578
38
$423K 0.11%
2,395
39
$392K 0.1%
1,290
-210
40
$385K 0.1%
1,348
41
$349K 0.09%
4,666
42
$340K 0.09%
2,371
-58
43
$326K 0.08%
4,697
+18
44
$323K 0.08%
5,825
-1,111
45
$313K 0.08%
+397
46
$303K 0.08%
1,903
-50
47
$299K 0.08%
3,059
-33
48
$291K 0.07%
4,215
49
$290K 0.07%
526
50
$274K 0.07%
4,812
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