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
$203M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$17.3M
3
+$15.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$14.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.9M

Top Sells

1
+$11.8M
2
+$4.73M
3
+$4.48M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.6M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.34M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 0.83%
3 Communication Services 0.79%
4 Energy 0.35%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.7M 29.45%
+2,561,690
2
$23.8M 11.73%
173,856
+2,412
3
$17.3M 8.55%
+808,560
4
$15.2M 7.49%
+674,292
5
$14.3M 7.03%
+326,745
6
$12.9M 6.34%
+167,362
7
$11.7M 5.77%
+518,264
8
$10.1M 4.98%
+428,703
9
$7.62M 3.76%
+356,733
10
$4.94M 2.44%
+112,412
11
$4.25M 2.1%
+105,707
12
$2.79M 1.38%
+132,461
13
$2.75M 1.35%
34,303
-9
14
$2.71M 1.34%
+85,714
15
$2.13M 1.05%
30,342
-167,977
16
$1.15M 0.57%
20,674
-85,363
17
$1.08M 0.53%
+22,554
18
$971K 0.48%
3,780
+5
19
$841K 0.42%
3,747
20
$604K 0.3%
5,540
21
$525K 0.26%
4,800
22
$484K 0.24%
3,341
23
$472K 0.23%
4,440
+1,080
24
$472K 0.23%
3,342
25
$469K 0.23%
9,249
+347
1
2