B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
-2.03%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$356M
AUM Growth
+$356M
(-1.8%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
81.41%
Holding
72
New
4
Increased
17
Reduced
33
Closed
11
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$6.75M |
| 2 |
Dimensional US High Profitability ETF
DUHP
|
$6.48M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.61M |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
$3.16M |
| 5 |
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% |
