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
301
$328K ﹤0.01%
6,827
+821
302
$324K ﹤0.01%
+16,140
303
$322K ﹤0.01%
6,478
-274
304
$321K ﹤0.01%
3,821
+224
305
$319K ﹤0.01%
5,353
-23,944
306
$318K ﹤0.01%
9,220
-114
307
$312K ﹤0.01%
8,808
-13,600
308
$311K ﹤0.01%
594
+2
309
$305K ﹤0.01%
2,817
-55
310
$304K ﹤0.01%
2,542
+80
311
$299K ﹤0.01%
4,560
+318
312
$296K ﹤0.01%
5,119
+639
313
$289K ﹤0.01%
+6,551
314
$288K ﹤0.01%
10,311
+2,441
315
$288K ﹤0.01%
+4,778
316
$285K ﹤0.01%
8,719
-1,954
317
$284K ﹤0.01%
3,215
-1,233
318
$282K ﹤0.01%
+7,801
319
$281K ﹤0.01%
12,365
-4,066
320
$281K ﹤0.01%
2,790
+383
321
$280K ﹤0.01%
+1,555
322
$279K ﹤0.01%
+6,977
323
$273K ﹤0.01%
8,529
+241
324
$273K ﹤0.01%
1,461
-60
325
$262K ﹤0.01%
1,101
-1,223
11 12
13
14 15