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
301
$617K ﹤0.01%
14,744
+3,595
302
$607K ﹤0.01%
14,967
+5,156
303
$598K ﹤0.01%
11,495
-31
304
$591K ﹤0.01%
8,857
-304
305
$585K ﹤0.01%
18,609
-2,461
306
$584K ﹤0.01%
17,614
+7,094
307
$582K ﹤0.01%
9,584
+5,182
308
$580K ﹤0.01%
6,418
+958
309
$575K ﹤0.01%
11,056
-18,394
310
$566K ﹤0.01%
5,842
-109
311
$550K ﹤0.01%
9,605
-42
312
$546K ﹤0.01%
11,021
+199
313
$545K ﹤0.01%
11,736
+80
314
$540K ﹤0.01%
19,588
+209
315
$538K ﹤0.01%
19,279
+927
316
$536K ﹤0.01%
2,816
+137
317
$535K ﹤0.01%
4,926
+257
318
$534K ﹤0.01%
21,309
-662
319
$524K ﹤0.01%
22,336
+2,314
320
$523K ﹤0.01%
8,370
+228
321
$520K ﹤0.01%
12,469
+1,028
322
$509K ﹤0.01%
5,456
+594
323
$506K ﹤0.01%
18,155
-5,998
324
$506K ﹤0.01%
17,432
+8,517
325
$505K ﹤0.01%
+11,069
11 12
13
14 15