Betterment LLC Portfolio holdings
AUM
$47B
1-Year Return
11.24%
This Quarter Return
+0.64%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$38.6B
AUM Growth
+$1.33B
(+3.6%)
Cap. Flow
+$1.12B
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
69.38%
Holding
406
New
54
Increased
230
Reduced
105
Closed
14
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$582M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$267M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$250M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$127M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$89.1M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$228M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$160M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$132M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$86M |
| 5 |
Vanguard Value ETF
VTV
|
+$84.8M |
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Communication Services | 0% |
| 4 | Financials | 0% |
| 5 | Consumer Staples | 0% |
