Betterment LLC Portfolio holdings
AUM $42.2B
AUM
$42.2B
AUM Growth
+$206M (+0.5%)
Cap. Flow
+$479M
Cap. Flow % of AUM
1.14%
Top 10 Holdings %Top 10 Hldgs %
68.81%
Holding
472
New
28
Increased
265
Reduced
163
Closed
14
Top Buys
| 1 | $788M | |
| 2 | $196M | |
| 3 | $159M | |
| 4 | $150M | |
| 5 | $94.4M |
Top Sells
| 1 | $240M | |
| 2 | $181M | |
| 3 | $178M | |
| 4 | $126M | |
| 5 | $95.8M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Financials | 0.01% |
| 4 | Communication Services | 0.01% |
| 5 | Consumer Staples | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $435K | 0% | 4,193 +122 | +3% | +$12.7K | |||
| $433K | 0% | 4,665 | New | +$433K | |||
| $430K | 0% | 5,167 +424 | +9% | +$35.3K | |||
| $428K | 0% | 11,950 -889 | -7% | -$31.8K | |||
| $427K | 0% | 9,854 -1,258 | -11% | -$54.5K | |||
| $425K | 0% | 31,182 +2,025 | +7% | +$27.6K | |||
| $422K | 0% | 9,583 -6,677 | -41% | -$294K | |||
| $421K | 0% | 2,092 -109 | -5% | -$21.9K | |||
| $420K | 0% | 8,600 +1,045 | +14% | +$51K | |||
| $418K | 0% | 1,977 +141 | +8% | +$29.8K | |||
| $413K | 0% | 4,858 +792 | +19% | +$67.3K | |||
| $407K | 0% | 12,735 +2,095 | +20% | +$67K | |||
| $404K | 0% | 759 -15 | -2% | -$7.98K | |||
| $404K | 0% | 22,333 +4,400 | +25% | +$79.6K | |||
| $399K | 0% | 6,464 +1,377 | +27% | +$85K | |||
| $387K | 0% | 1,873 +20 | +1% | +$4.13K | |||
| $384K | 0% | 7,615 +2,557 | +51% | +$129K | |||
| $381K | 0% | 16,356 +12,281 | +301% | +$286K | |||
| $379K | 0% | 1,545 -286 | -16% | -$70.2K | |||
| $377K | 0% | 3,031 +254 | +9% | +$31.6K | |||
| $375K | 0% | 9,097 +369 | +4% | +$15.2K | |||
| $375K | 0% | 8,216 | New | +$375K | |||
| $372K | 0% | 8,504 +1,173 | +16% | +$51.3K | |||
| $372K | 0% | 15,904 -6,432 | -29% | -$150K | |||
| $371K | 0% | 9,890 -1,466 | -13% | -$55K |
