B

BetterWealth Portfolio holdings

AUM $510M
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.24M
3
+$1.2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$502K

Top Sells

1
+$2.66M
2
+$1.79M
3
+$1.45M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$881K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$469K

Sector Composition

1 Technology 8.94%
2 Communication Services 1.19%
3 Consumer Discretionary 0.71%
4 Healthcare 0.59%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.35%
23,195
+205
27
$1.35M 0.32%
+18,987
28
$1.18M 0.28%
24,505
-1,406
29
$1.17M 0.28%
28,613
+1,315
30
$1.14M 0.27%
19,662
-4,503
31
$923K 0.22%
1,836
+18
32
$833K 0.2%
18,641
-4,778
33
$780K 0.19%
14,651
+520
34
$742K 0.18%
3,381
-296
35
$704K 0.17%
1,173
+647
36
$628K 0.15%
1,213
-840
37
$594K 0.14%
14,459
+651
38
$584K 0.14%
3,762
+1,391
39
$513K 0.12%
4,384
40
$452K 0.11%
592
+14
41
$378K 0.09%
5,825
42
$364K 0.09%
+495
43
$359K 0.09%
1,477
+241
44
$326K 0.08%
4,687
+21
45
$322K 0.08%
1,728
-667
46
$320K 0.08%
3,102
+43
47
$318K 0.08%
1,914
+11
48
$310K 0.07%
4,215
49
$309K 0.07%
5,153
+341
50
$297K 0.07%
3,538
+117
1
2
3