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
276
$768K ﹤0.01%
5,513
-434
277
$761K ﹤0.01%
7,208
+1,821
278
$758K ﹤0.01%
4,044
+201
279
$752K ﹤0.01%
11,559
+880
280
$748K ﹤0.01%
8,577
-2,740
281
$739K ﹤0.01%
10,881
+1,121
282
$733K ﹤0.01%
10,160
+224
283
$722K ﹤0.01%
28,371
+833
284
$706K ﹤0.01%
30,737
-528
285
$692K ﹤0.01%
13,730
-9,466
286
$688K ﹤0.01%
27,281
+12,141
287
$688K ﹤0.01%
19,197
+13,565
288
$685K ﹤0.01%
4,086
+499
289
$681K ﹤0.01%
24,537
+3,351
290
$668K ﹤0.01%
10,334
+590
291
$659K ﹤0.01%
3,759
+594
292
$656K ﹤0.01%
5,178
+48
293
$648K ﹤0.01%
+16,260
294
$648K ﹤0.01%
15,943
+1,093
295
$646K ﹤0.01%
13,203
+319
296
$639K ﹤0.01%
7,460
-67
297
$635K ﹤0.01%
5,671
-87
298
$622K ﹤0.01%
12,194
-442
299
$617K ﹤0.01%
10,942
+6,358
300
$617K ﹤0.01%
1,269
-162
10 11
12
13 14