Betterment LLC Portfolio holdings
AUM $42.2B
AUM
$42.2B
AUM Growth
+$206M (+0.5%)
Cap. Flow
+$479M
Cap. Flow % of AUM
1.14%
Top 10 Holdings %Top 10 Hldgs %
68.81%
Holding
472
New
28
Increased
265
Reduced
163
Closed
14
Top Buys
| 1 | $788M | |
| 2 | $196M | |
| 3 | $159M | |
| 4 | $150M | |
| 5 | $94.4M |
Top Sells
| 1 | $240M | |
| 2 | $181M | |
| 3 | $178M | |
| 4 | $126M | |
| 5 | $95.8M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Financials | 0.01% |
| 4 | Communication Services | 0.01% |
| 5 | Consumer Staples | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.04M | 0% | 38,505 +11,224 | +41% | +$302K | |||
| $1.02M | 0% | 20,063 +1,107 | +6% | +$56.1K | |||
| $1.01M | 0% | 40,275 +748 | +2% | +$18.7K | |||
| $1.01M | 0% | 37,436 -1,557 | -4% | -$41.9K | |||
| $1M | 0% | 8,465 +211 | +3% | +$24.9K | |||
| $996K | 0% | 3,897 +268 | +7% | +$68.5K | |||
| $992K | 0% | 15,031 +127 | +0.9% | +$8.38K | |||
| $968K | 0% | 10,223 -918 | -8% | -$86.9K | |||
| $952K | 0% | 16,159 +658 | +4% | +$38.8K | |||
| $951K | 0% | 10,244 +543 | +6% | +$50.4K | |||
| $939K | 0% | 6,009 +3,193 | +113% | +$499K | |||
| $937K | 0% | 14,142 -1,378 | -9% | -$91.3K | |||
| $923K | 0% | 34,283 -735 | -2% | -$19.8K | |||
| $901K | 0% | 28,364 -712 | -2% | -$22.6K | |||
| $900K | 0% | 37,727 -1,509 | -4% | -$36K | |||
| $899K | 0% | 16,325 +144 | +0.9% | +$7.93K | |||
| $899K | 0% | 88,688 -1,263 | -1% | -$12.8K | |||
| $887K | 0% | 43,967 -16,036 | -27% | -$324K | |||
| $874K | 0% | 43,591 +1,324 | +3% | +$26.5K | |||
| $868K | 0% | 8,007 +1,161 | +17% | +$126K | |||
| $865K | 0% | 17,064 +3,334 | +24% | +$169K | |||
| $862K | 0% | 7,340 +2,162 | +42% | +$254K | |||
| $854K | 0% | 25,500 +6,303 | +33% | +$211K | |||
| $846K | 0% | 33,099 +4,728 | +17% | +$121K | |||
| $833K | 0% | 10,558 +792 | +8% | +$62.5K |
