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
$2.01B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$89.7M
3
+$32.8M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$30.1M
5
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$20.7M

Top Sells

1
+$155M
2
+$48.2M
3
+$33.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$29.3M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$25.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NULG icon
51
Nuveen ESG Large-Cap Growth ETF
NULG
$1.85B
$2.96M 0.15%
37,812
-129,477
SPTS icon
52
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$2.82M 0.14%
96,499
-48,019
FIW icon
53
First Trust Water ETF
FIW
$1.98B
$2.75M 0.14%
27,281
-3,124
CGW icon
54
Invesco S&P Global Water Index ETF
CGW
$1.04B
$2.7M 0.13%
48,464
-5,980
IEMG icon
55
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$2.65M 0.13%
49,059
+634
SMOG icon
56
VanEck Low Carbon Energy ETF
SMOG
$139M
$2.58M 0.13%
25,500
-2,290
JUST icon
57
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$503M
$2.55M 0.13%
32,062
-1,289
ERTH icon
58
Invesco MSCI Sustainable Future ETF
ERTH
$151M
$2.54M 0.13%
65,525
-3,841
IXG icon
59
iShares Global Financials ETF
IXG
$583M
$2.54M 0.13%
24,657
-4,413
IHI icon
60
iShares US Medical Devices ETF
IHI
$4.38B
$2.54M 0.13%
42,125
-5,660
GRID icon
61
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.95B
$2.54M 0.13%
22,411
-921
QCLN icon
62
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$545M
$2.51M 0.13%
87,551
+4,027
FAN icon
63
First Trust Global Wind Energy ETF
FAN
$190M
$1.89M 0.09%
126,129
-18,051
SPSB icon
64
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.95B
$1.74M 0.09%
57,745
-45,563
URA icon
65
Global X Uranium ETF
URA
$5.38B
$1.73M 0.09%
75,468
-6,925
NUDM icon
66
Nuveen ESG International Developed Markets Equity ETF
NUDM
$627M
$1.7M 0.08%
53,423
-6,784
LIT icon
67
Global X Lithium & Battery Tech ETF
LIT
$1.36B
$1.68M 0.08%
43,193
-1,560
GNR icon
68
SPDR S&P Global Natural Resources ETF
GNR
$3.36B
$1.5M 0.07%
28,099
+499
REMX icon
69
VanEck Rare Earth/Strategic Metals ETF
REMX
$890M
$1.5M 0.07%
37,813
-4,012
ACES icon
70
ALPS Clean Energy ETF
ACES
$117M
$1.23M 0.06%
53,628
+3,887
TAN icon
71
Invesco Solar ETF
TAN
$857M
$1.19M 0.06%
39,098
+1,098
CTEC icon
72
Global X CleanTech ETF
CTEC
$30.6M
$1.18M 0.06%
39,293
-852
SDG icon
73
iShares MSCI Global Sustainable Development Goals ETF
SDG
$178M
$975K 0.05%
13,467
+109
VPL icon
74
Vanguard FTSE Pacific ETF
VPL
$8.29B
$310K 0.02%
4,274
-457,183
EVX icon
75
VanEck Environmental Services ETF
EVX
$92.7M
$222K 0.01%
6,256
-244
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3
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