Betterment LLC Portfolio holdings
AUM
$47B
1-Year Return
11.24%
This Quarter Return
+8.07%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$47B
AUM Growth
+$4.81B
(+11%)
Cap. Flow
+$1.48B
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
68.55%
Holding
510
New
52
Increased
262
Reduced
178
Closed
13
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$655M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$176M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$135M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$118M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$107M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$160M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$65.1M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$63.1M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$45.4M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$41.5M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Communication Services | 0.01% |
| 4 | Financials | 0.01% |
| 5 | Consumer Staples | 0.01% |
