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 | |
|---|---|---|---|---|---|---|---|
| $832K | 0% | 30,111 +5,574 | +23% | +$154K | |||
| $829K | 0% | 34,586 +860 | +3% | +$20.6K | |||
| $816K | 0% | 11,071 +190 | +2% | +$14K | |||
| $815K | 0% | 1,503 +1,009 | +204% | +$547K | |||
| $815K | 0% | 62,090 -28,363 | -31% | -$372K | |||
| $811K | 0% | 7,858 -230 | -3% | -$23.7K | |||
| $811K | 0% | 2,644 +1,276 | +93% | +$391K | |||
| $806K | 0% | 10,225 +4,920 | +93% | +$388K | |||
| $804K | 0% | 5,505 +3,060 | +125% | +$447K | |||
| $776K | 0% | 23,966 +117 | +0.5% | +$3.79K | |||
| $775K | 0% | 22,429 -1,835 | -8% | -$63.4K | |||
| $772K | 0% | 13,512 -1,592 | -11% | -$91K | |||
| $763K | 0% | 7,157 -51 | -0.7% | -$5.44K | |||
| $757K | 0% | 8,101 +641 | +9% | +$59.9K | |||
| $751K | 0% | 10,147 -13 | -0.1% | -$962 | |||
| $750K | 0% | 18,120 +3,153 | +21% | +$131K | |||
| $745K | 0% | 4,820 +2,902 | +151% | +$449K | |||
| $743K | 0% | 4,359 +273 | +7% | +$46.5K | |||
| $739K | 0% | 12,285 -1,372 | -10% | -$82.5K | |||
| $734K | 0% | 5,773 +260 | +5% | +$33.1K | |||
| $712K | 0% | 3,963 -81 | -2% | -$14.6K | |||
| $711K | 0% | 17,290 +4,821 | +39% | +$198K | |||
| $705K | 0% | 24,098 +6,666 | +38% | +$195K | |||
| $701K | 0% | 20,819 +3,205 | +18% | +$108K | |||
| $697K | 0% | 11,262 -233 | -2% | -$14.4K |
