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
251
$999K ﹤0.01%
+39,527
252
$985K ﹤0.01%
9,701
+808
253
$961K ﹤0.01%
19,749
+1,650
254
$961K ﹤0.01%
18,956
+847
255
$957K ﹤0.01%
2,864
+304
256
$954K ﹤0.01%
8,254
+664
257
$952K ﹤0.01%
15,520
+5,132
258
$938K ﹤0.01%
14,904
+1,475
259
$919K ﹤0.01%
6,846
+632
260
$911K ﹤0.01%
8,088
-264
261
$910K ﹤0.01%
29,076
+172
262
$910K ﹤0.01%
89,951
+25,153
263
$907K ﹤0.01%
39,236
+473
264
$897K ﹤0.01%
16,181
+1,734
265
$883K ﹤0.01%
35,018
+325
266
$869K ﹤0.01%
15,104
+8,125
267
$856K ﹤0.01%
24,264
+3,894
268
$851K ﹤0.01%
33,726
-190
269
$832K ﹤0.01%
+42,267
270
$815K ﹤0.01%
7,697
-2,514
271
$813K ﹤0.01%
15,501
-591
272
$803K ﹤0.01%
13,657
+1,248
273
$787K ﹤0.01%
23,849
274
$769K ﹤0.01%
3,504
+1,744
275
$768K ﹤0.01%
9,766
+352
9 10
11
12 13