Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.9B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Sells

1 +$47.5M
2 +$38.5M
3 +$24.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$13.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.96M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-9,132