Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+5.51%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$37.3B
AUM Growth
+$37.3B
(+7.3%)
Cap. Flow
+$713M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
69.56%
Holding
365
New
52
Increased
187
Reduced
111
Closed
13
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$1.01B |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
$844M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$750M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$732M |
| 5 |
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% |
