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
$356M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$27.6M
2 +$1.05M
3 +$1.03M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.02M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$921K

Top Sells

1 +$6.75M
2 +$6.48M
3 +$3.61M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$3.16M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.08M

Sector Composition

1 Technology 10.28%
2 Communication Services 0.75%
3 Healthcare 0.6%
4 Consumer Discretionary 0.52%
5 Financials 0.34%