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
$292M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.45M
3
+$2.38M
4
AVMU icon
Avantis Core Municipal Fixed Income ETF
AVMU
+$1.72M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.3M

Top Sells

1
+$4.23M
2
+$263K
3
+$240K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$142K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$139K

Sector Composition

1 Technology 11.81%
2 Communication Services 1.25%
3 Consumer Discretionary 0.86%
4 Healthcare 0.73%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85M 29.08%
2,909,389
+227,639
2
$29.5M 10.1%
153,368
+1,129
3
$22.7M 7.75%
927,729
+97,575
4
$22.1M 7.55%
771,714
-8,376
5
$17.2M 5.88%
590,235
-2,350
6
$14.9M 5.11%
352,148
+6,923
7
$13.7M 4.69%
549,061
+1,499
8
$13M 4.46%
169,175
-1,802
9
$10.8M 3.7%
421,226
-5,550
10
$6.94M 2.37%
160,220
-97,736
11
$5.16M 1.77%
125,067
+829
12
$4.78M 1.63%
185,279
-2,592
13
$4.45M 1.52%
+171,433
14
$4M 1.37%
76,414
+241
15
$3.2M 1.1%
39,412
+652
16
$2.98M 1.02%
95,598
+908
17
$2.93M 1%
20,758
+1,460
18
$2.06M 0.7%
55,386
-321
19
$1.93M 0.66%
5,137
+109
20
$1.72M 0.59%
+36,701
21
$1.6M 0.55%
10,184
+8,015
22
$1.56M 0.53%
24,560
+199
23
$1.3M 0.45%
+39,150
24
$1.15M 0.39%
7,576
+420
25
$1.13M 0.39%
35,309
+1,425
1
2 3