B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
+4.77%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
+$307M
(+5%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
81.55%
Holding
67
New
6
Increased
24
Reduced
21
Closed
4
Top Buys
| 1 |
Avantis Real Estate ETF
AVRE
|
$4.52M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.32M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$629K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$520K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$356K |
Top Sells
| 1 |
Dimensional Global Real Estate ETF
DFGR
|
$4.45M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$525K |
| 3 |
Apple
AAPL
|
$511K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$255K |
| 5 |
iShares Environmentally Aware Real Estate ETF
ERET
|
$241K |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Communication Services | 1.27% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Healthcare | 0.67% |
| 5 | Energy | 0.32% |
