Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
-12.29%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$28B
AUM Growth
+$28B
(-11%)
Cap. Flow
+$456M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
73.13%
Holding
240
New
16
Increased
137
Reduced
70
Closed
17
Top Buys
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$71M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$67.7M |
| 3 |
Vanguard Value ETF
VTV
|
$67.7M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$56.4M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$34.4M |
