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
301
$548K ﹤0.01%
5,589
+3,111
302
$538K ﹤0.01%
10,822
-890
303
$534K ﹤0.01%
4,773
+342
304
$529K ﹤0.01%
+19,631
305
$525K ﹤0.01%
18,354
+1,495
306
$522K ﹤0.01%
1,289
-403
307
$517K ﹤0.01%
8,142
+58
308
$517K ﹤0.01%
8,427
+44
309
$508K ﹤0.01%
12,172
-2,335
310
$503K ﹤0.01%
4,669
+410
311
$489K ﹤0.01%
5,165
-20
312
$485K ﹤0.01%
154
+3
313
$482K ﹤0.01%
20,022
+735
314
$478K ﹤0.01%
11,149
+5,351
315
$478K ﹤0.01%
11,441
+884
316
$477K ﹤0.01%
+18,352
317
$468K ﹤0.01%
4,278
+309
318
$464K ﹤0.01%
6,276
+278
319
$463K ﹤0.01%
745
+42
320
$459K ﹤0.01%
3,647
-859
321
$452K ﹤0.01%
5,600
-64
322
$450K ﹤0.01%
4,862
+553
323
$448K ﹤0.01%
2,679
+187
324
$445K ﹤0.01%
17,012
+384
325
$441K ﹤0.01%
4,799
+57
11 12
13
14 15