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
51
$6.81M 0.46%
14,241
+6,140
52
$6.78M 0.46%
122,516
-315
53
$6.28M 0.42%
+61,258
54
$5.84M 0.39%
+118,177
55
$5.62M 0.38%
181,711
+8,907
56
$5.44M 0.37%
+89,781
57
$5.41M 0.37%
+124,781
58
$5.41M 0.37%
+79,230
59
$5.37M 0.36%
+60,354
60
$5.36M 0.36%
+35,233
61
$5.34M 0.36%
+83,116
62
$5.24M 0.35%
97,582
-37,246
63
$4.39M 0.3%
+102,565
64
$4.22M 0.29%
48,541
-570
65
$3.63M 0.25%
102,109
+16,218
66
$3.5M 0.24%
52,685
+3,893
67
$2.69M 0.18%
+24,891
68
$2.67M 0.18%
+33,611
69
$2.58M 0.17%
30,921
-576
70
$2M 0.14%
69,910
+3,251
71
$1.79M 0.12%
+88,455
72
$1.52M 0.1%
25,388
+860
73
$979K 0.07%
12,529
-12,113
74
$899K 0.06%
+29,490
75
$852K 0.06%
+9,393
1 2
3
4