B

BetterWealth Portfolio holdings

AUM $439M
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.64M
3
+$1.56M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.26M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.24M

Top Sells

1
+$595K
2
+$260K
3
+$165K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$124K
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$123K

Sector Composition

1 Technology 8.99%
2 Communication Services 0.82%
3 Consumer Discretionary 0.55%
4 Healthcare 0.5%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.07%
277
52
$274K 0.07%
3,421
53
$263K 0.07%
426
+1
54
$260K 0.07%
1,419
55
$240K 0.06%
268
-184
56
$238K 0.06%
2,599
-21
57
$235K 0.06%
1,148
58
$232K 0.06%
2,151
59
$228K 0.06%
7,796
60
$219K 0.06%
1,372
61
$218K 0.06%
+1,236
62
$191K 0.05%
13,731
63
$177K 0.05%
16,909
1 2
3