B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
-5.15%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(-4.1%)
Cap. Flow
+$4.09M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
88.15%
Holding
38
New
1
Increased
19
Reduced
9
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.69M |
| 2 |
Dimensional US High Profitability ETF
DUHP
|
$829K |
| 3 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$677K |
| 4 |
Tesla
TSLA
|
$663K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
$557K |
Top Sells
| 1 |
Apple
AAPL
|
$1.08M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$664K |
| 3 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$285K |
| 4 |
Baker Hughes
BKR
|
$219K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$210K |
Sector Composition
| 1 | Technology | 12.96% |
| 2 | Consumer Discretionary | 0.98% |
| 3 | Communication Services | 0.69% |
| 4 | Consumer Staples | 0.26% |
| 5 | Energy | 0.24% |
