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
326
$501K ﹤0.01%
7,778
+2,032
327
$500K ﹤0.01%
11,356
-3,233
328
$499K ﹤0.01%
+6,113
329
$497K ﹤0.01%
1,277
-12
330
$493K ﹤0.01%
154
331
$481K ﹤0.01%
18,163
-191
332
$472K ﹤0.01%
12,839
-6,240
333
$471K ﹤0.01%
5,208
+43
334
$469K ﹤0.01%
746
+1
335
$468K ﹤0.01%
2,201
+342
336
$465K ﹤0.01%
7,682
-745
337
$462K ﹤0.01%
9,667
+632
338
$460K ﹤0.01%
11,112
+4,787
339
$445K ﹤0.01%
1,836
+771
340
$441K ﹤0.01%
1,368
-1,134
341
$441K ﹤0.01%
837
+12
342
$440K ﹤0.01%
4,763
-10
343
$439K ﹤0.01%
1,831
+579
344
$435K ﹤0.01%
8,703
+2,091
345
$431K ﹤0.01%
4,743
-56
346
$431K ﹤0.01%
16,300
+44
347
$431K ﹤0.01%
1,853
+688
348
$430K ﹤0.01%
17,216
+204
349
$409K ﹤0.01%
1,411
+205
350
$408K ﹤0.01%
7,555
-357
12 13
14
15 16