MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$20.2M
3
+$18.4M
4
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$17.2M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$14.2M

Top Sells

1
+$47.9M
2
+$43.1M
3
+$11.7M
4
IXC icon
iShares Global Energy ETF
IXC
+$8.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.59M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.2M 1.37%
954,242
+501,160
27
$19M 1.29%
409,039
+280,118
28
$18.7M 1.26%
354,032
+3,557
29
$18.1M 1.22%
591,455
-130,579
30
$18M 1.22%
486,257
-1,295,667
31
$17.6M 1.19%
371,022
-24,870
32
$17.4M 1.18%
476,954
-321,108
33
$17.2M 1.17%
443,767
+442,190
34
$16.8M 1.14%
399,280
-64,219
35
$16.5M 1.12%
333,604
-153,143
36
$14.6M 0.99%
112,672
+4,816
37
$14.3M 0.97%
207,669
+206,398
38
$13.6M 0.92%
150,419
+120,114
39
$11.9M 0.81%
185,275
+169,991
40
$11.5M 0.78%
409,552
+5,521
41
$11.3M 0.76%
220,115
-2,484
42
$10.9M 0.73%
+67,853
43
$10.8M 0.73%
+162,792
44
$10.8M 0.73%
+162,569
45
$10.7M 0.72%
+156,551
46
$10.5M 0.71%
268,335
-109,409
47
$9.47M 0.64%
+63,065
48
$8.56M 0.58%
83,430
+83,339
49
$7.13M 0.48%
+230,102
50
$7.07M 0.48%
123,387
-19,913
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