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
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$144M
3
+$121M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$67.5M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$60.9M

Top Sells

1
+$181M
2
+$33.2M
3
+$31.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$27.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$27.1M

Sector Composition

1 Technology 0.03%
2 Industrials 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$854K ﹤0.01%
+45,879
252
$852K ﹤0.01%
8,893
+144
253
$850K ﹤0.01%
23,849
254
$848K ﹤0.01%
+16,711
255
$837K ﹤0.01%
1,431
+2
256
$836K ﹤0.01%
2,560
+68
257
$802K ﹤0.01%
12,409
+6,076
258
$794K ﹤0.01%
3,843
-36
259
$787K ﹤0.01%
2,502
+317
260
$784K ﹤0.01%
5,947
-387
261
$779K ﹤0.01%
9,936
+137
262
$776K ﹤0.01%
14,596
+10,652
263
$764K ﹤0.01%
6,353
+1,529
264
$756K ﹤0.01%
9,414
+3,406
265
$755K ﹤0.01%
6,214
+2,673
266
$743K ﹤0.01%
12,289
-710
267
$733K ﹤0.01%
31,265
+1,617
268
$720K ﹤0.01%
+64,798
269
$717K ﹤0.01%
9,760
-211
270
$709K ﹤0.01%
20,370
-4,224
271
$707K ﹤0.01%
19,776
+7,365
272
$702K ﹤0.01%
9,744
-860
273
$702K ﹤0.01%
24,153
+1,025
274
$701K ﹤0.01%
27,538
+392
275
$696K ﹤0.01%
10,388
+4,665
9 10
11
12 13