MD
Money Design Portfolio holdings
AUM
$2.14B
1-Year Est. Return
10.33%
1 Year Est. Return
+10.33%
AUM
$2.01B
AUM Growth
+$56.9M
(+2.9%)
Holding
78
Top Buys
| 1 | +$149M | |
| 2 | +$89.7M | |
| 3 | +$32.8M | |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$30.1M |
| 5 |
Xtrackers S&P 500 ESG ETF
SNPE
|
+$20.7M |
Top Sells
| 1 | +$155M | |
| 2 | +$48.2M | |
| 3 | +$33.2M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$29.3M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
+$25.1M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nuveen ESG Mid-Cap Growth ETF
NUMG
$414M
| – | – |
-55,245
|
|
||
77
Invesco NASDAQ 100 ETF
QQQM
$65.9B
| – | – |
-729,830
|
|
||
78
iShares MSCI Brazil ETF
EWZ
$5.68B
| – | – |
-853,425
|
|