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
326
$261K ﹤0.01%
7,928
+1,659
327
$260K ﹤0.01%
1,986
+102
328
$258K ﹤0.01%
6,366
-260
329
$256K ﹤0.01%
4,045
+295
330
$256K ﹤0.01%
2,031
-55
331
$250K ﹤0.01%
6,388
-1,062
332
$248K ﹤0.01%
+2,025
333
$248K ﹤0.01%
+1,630
334
$245K ﹤0.01%
+5,241
335
$241K ﹤0.01%
8,153
336
$240K ﹤0.01%
5,816
+13
337
$240K ﹤0.01%
2,100
-634
338
$240K ﹤0.01%
2,876
-1,887
339
$237K ﹤0.01%
3,131
+71
340
$232K ﹤0.01%
+2,268
341
$230K ﹤0.01%
7,458
+45
342
$230K ﹤0.01%
+7,948
343
$225K ﹤0.01%
+2,253
344
$222K ﹤0.01%
+8,665
345
$220K ﹤0.01%
+6,348
346
$220K ﹤0.01%
+5,066
347
$220K ﹤0.01%
+6,784
348
$208K ﹤0.01%
+3,099
349
$206K ﹤0.01%
6,388
-335
350
$205K ﹤0.01%
+4,470
11 12 13
14
15