B
BetterWealth Portfolio holdings
AUM
$390M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$390M
AUM Growth
+$34.1M
(+9.6%)
Holding
63
Top Buys
| 1 | +$2.77M | |
| 2 | +$1.64M | |
| 3 | +$1.56M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26M |
| 5 |
Capital Group International Focus Equity ETF
CGXU
|
+$1.24M |
Top Sells
| 1 | +$595K | |
| 2 | +$260K | |
| 3 | +$165K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$124K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Costco
COST
$415B
| $274K | 0.07% |
277
|
|
||
52
Wells Fargo
WFC
$262B
| $274K | 0.07% |
3,421
|
|
||
53
SPDR S&P 500 ETF Trust
SPY
$660B
| $263K | 0.07% |
426
+1
|
|
||
54
Applied Materials
AMAT
$179B
| $260K | 0.07% |
1,419
|
|
||
55
KLA
KLAC
$146B
| $240K | 0.06% |
268
-184
|
|
||
56
Starbucks
SBUX
$97B
| $238K | 0.06% |
2,599
-21
|
|
||
57
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| $235K | 0.06% |
1,148
|
|
||
58
Exxon Mobil
XOM
$479B
| $232K | 0.06% |
2,151
|
|
||
59
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| $228K | 0.06% |
7,796
|
|
||
60
Procter & Gamble
PG
$354B
| $219K | 0.06% |
1,372
|
|
||
61
Alphabet (Google) Class A
GOOGL
$3.06T
| $218K | 0.06% |
+1,236
|
|
||
62
PG&E
PCG
$36.1B
| $191K | 0.05% |
13,731
|
|
||
63
Vert Global Sustainable Real Estate ETF
VGSR
$446M
| $177K | 0.05% |
16,909
|
|