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
276
$693K ﹤0.01%
10,679
+1,110
277
$692K ﹤0.01%
12,884
-10,032
278
$688K ﹤0.01%
19,079
-3,122
279
$686K ﹤0.01%
+18,634
280
$680K ﹤0.01%
14,180
+5,243
281
$679K ﹤0.01%
14,589
+1,608
282
$676K ﹤0.01%
21,070
-1,442
283
$661K ﹤0.01%
7,527
-5,099
284
$657K ﹤0.01%
21,186
+10,059
285
$653K ﹤0.01%
11,860
+4,530
286
$646K ﹤0.01%
12,636
-100
287
$641K ﹤0.01%
5,951
+61
288
$631K ﹤0.01%
5,758
+891
289
$625K ﹤0.01%
14,850
+522
290
$625K ﹤0.01%
9,161
-948
291
$621K ﹤0.01%
3,587
+137
292
$602K ﹤0.01%
5,130
+1,158
293
$601K ﹤0.01%
11,526
-239
294
$594K ﹤0.01%
9,647
-64
295
$587K ﹤0.01%
5,387
+2,316
296
$577K ﹤0.01%
19,379
-149
297
$567K ﹤0.01%
3,165
-880
298
$565K ﹤0.01%
5,296
+2,234
299
$563K ﹤0.01%
11,656
+2,214
300
$552K ﹤0.01%
21,971
-833
10 11
12
13 14