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
251
$564K ﹤0.01%
+2,000
252
$562K ﹤0.01%
4,812
+91
253
$551K ﹤0.01%
10,848
+3,103
254
$541K ﹤0.01%
3,336
+1,192
255
$534K ﹤0.01%
15,841
+4,754
256
$524K ﹤0.01%
4,987
+15
257
$521K ﹤0.01%
23,214
+4,704
258
$521K ﹤0.01%
3,859
+780
259
$512K ﹤0.01%
5,420
+2,784
260
$499K ﹤0.01%
11,326
+926
261
$497K ﹤0.01%
23,388
-1,368
262
$493K ﹤0.01%
+17,493
263
$480K ﹤0.01%
+8,550
264
$479K ﹤0.01%
20,117
+670
265
$473K ﹤0.01%
9,617
+1,187
266
$466K ﹤0.01%
20,472
+2,704
267
$460K ﹤0.01%
10,929
+2,141
268
$458K ﹤0.01%
9,146
-12,800
269
$456K ﹤0.01%
7,849
+18
270
$456K ﹤0.01%
+702
271
$444K ﹤0.01%
+3,821
272
$441K ﹤0.01%
10,490
+1,445
273
$441K ﹤0.01%
17,978
+738
274
$438K ﹤0.01%
6,435
-40
275
$433K ﹤0.01%
4,745
-178
9 10
11
12 13