B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
+2.96%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$314M
AUM Growth
+$314M
(+2.2%)
Cap. Flow
+$1.08M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
82.71%
Holding
66
New
3
Increased
23
Reduced
22
Closed
5
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.94M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.6M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$1.58M |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
$618K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$478K |
Top Sells
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$1.43M |
| 2 |
Apple
AAPL
|
$819K |
| 3 |
Broadcom
AVGO
|
$797K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$681K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$616K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Communication Services | 1.16% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Healthcare | 0.71% |
| 5 | Energy | 0.31% |
