Betterment LLC

Betterment LLC Portfolio holdings

AUM $50.6B
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M ﹤0.01%
40,875
-980
227
$1.44M ﹤0.01%
38,777
+277
228
$1.44M ﹤0.01%
43,298
-4,844
229
$1.41M ﹤0.01%
32,801
+8,338
230
$1.4M ﹤0.01%
+23,171
231
$1.35M ﹤0.01%
6,110
+595
232
$1.34M ﹤0.01%
29,205
+2,894
233
$1.31M ﹤0.01%
39,844
+20,068
234
$1.3M ﹤0.01%
43,888
-2,462
235
$1.29M ﹤0.01%
25,583
+8,872
236
$1.27M ﹤0.01%
46,967
+5,339
237
$1.27M ﹤0.01%
49,380
+8,904
238
$1.26M ﹤0.01%
21,067
-1,442
239
$1.25M ﹤0.01%
25,066
+3,603
240
$1.23M ﹤0.01%
5,086
-1,909
241
$1.2M ﹤0.01%
11,141
-7,318
242
$1.19M ﹤0.01%
48,062
+10,722
243
$1.19M ﹤0.01%
60,003
-15,725
244
$1.06M ﹤0.01%
5,737
+124
245
$1.06M ﹤0.01%
42,226
+867
246
$1.06M ﹤0.01%
15,966
+1,444
247
$1.05M ﹤0.01%
36,222
+2,225
248
$1.04M ﹤0.01%
3,629
-150
249
$1.03M ﹤0.01%
2,997
-315
250
$1.01M ﹤0.01%
38,993
+119
8 9
10
11 12