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
276
$427K ﹤0.01%
15,837
-2,145
277
$422K ﹤0.01%
7,325
+768
278
$417K ﹤0.01%
30,089
+1,425
279
$406K ﹤0.01%
3,948
-320
280
$403K ﹤0.01%
10,751
-504
281
$400K ﹤0.01%
+9,490
282
$396K ﹤0.01%
8,770
-942
283
$391K ﹤0.01%
7,578
-760
284
$389K ﹤0.01%
7,232
-136
285
$384K ﹤0.01%
13,165
-1,594
286
$382K ﹤0.01%
4,766
-154
287
$375K ﹤0.01%
7,473
-5
288
$370K ﹤0.01%
15,369
+5,114
289
$366K ﹤0.01%
4,703
+740
290
$362K ﹤0.01%
+3,186
291
$361K ﹤0.01%
+7,972
292
$354K ﹤0.01%
+10,299
293
$354K ﹤0.01%
3,741
-10,200
294
$353K ﹤0.01%
+13,950
295
$345K ﹤0.01%
3,929
+81
296
$344K ﹤0.01%
+1,890
297
$342K ﹤0.01%
2,313
-8
298
$337K ﹤0.01%
12,508
+1,581
299
$333K ﹤0.01%
13,587
+1,083
300
$330K ﹤0.01%
8,695
+128
10 11
12
13 14