B

BetterWealth Portfolio holdings

AUM $390M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.45M
3
+$2.38M
4
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.72M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.3M

Top Sells

1
+$4.23M
2
+$263K
3
+$240K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$142K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$139K

Sector Composition

1 Technology 11.81%
2 Communication Services 1.25%
3 Consumer Discretionary 0.86%
4 Healthcare 0.73%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.09%
7,600
52
$254K 0.09%
534
-10
53
$245K 0.08%
13,600
54
$241K 0.08%
9,248
+49
55
$227K 0.08%
+1,260
56
$215K 0.07%
+526
57
$210K 0.07%
+9,696
58
$205K 0.07%
2,046
+112
59
$157K 0.05%
12,906
+34
60
$94.1K 0.03%
+10,000
61
– –
-1,795
1 2
3