Betterment LLC

Betterment LLC Portfolio holdings

AUM $47B
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.07B
2
+$784M
3
+$775M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$566M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$474M

Top Sells

1
+$1.01B
2
+$844M
3
+$750M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$732M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$709M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0%
3 Communication Services 0%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$772K ﹤0.01%
31,121
+6,546
227
$766K ﹤0.01%
24,788
-4,220
228
$737K ﹤0.01%
11,168
-489
229
$695K ﹤0.01%
8,228
-4,024
230
$685K ﹤0.01%
+20,580
231
$681K ﹤0.01%
4,021
+357
232
$660K ﹤0.01%
9,337
+5,741
233
$658K ﹤0.01%
+3,776
234
$650K ﹤0.01%
+1,430
235
$650K ﹤0.01%
13,076
+3,703
236
$649K ﹤0.01%
5,607
+470
237
$644K ﹤0.01%
9,506
+1,108
238
$628K ﹤0.01%
+23,220
239
$624K ﹤0.01%
5,321
+959
240
$623K ﹤0.01%
22,930
+4,121
241
$613K ﹤0.01%
+8,117
242
$600K ﹤0.01%
1,785
+50
243
$592K ﹤0.01%
21,202
+2,423
244
$587K ﹤0.01%
3,275
-733
245
$583K ﹤0.01%
11,962
-447
246
$582K ﹤0.01%
17,910
+8,296
247
$573K ﹤0.01%
12,748
-2,060
248
$571K ﹤0.01%
1,982
+311
249
$568K ﹤0.01%
+1,482
250
$567K ﹤0.01%
+13,070
8 9
10
11 12