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
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$144M
3
+$121M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$67.5M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$60.9M

Top Sells

1
+$181M
2
+$33.2M
3
+$31.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$27.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$27.1M

Sector Composition

1 Technology 0.03%
2 Industrials 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$349K ﹤0.01%
2,503
+302
352
$342K ﹤0.01%
6,446
-431
353
$340K ﹤0.01%
9,211
+111
354
$338K ﹤0.01%
6,884
+28
355
$335K ﹤0.01%
6,612
-194
356
$332K ﹤0.01%
10,003
+889
357
$329K ﹤0.01%
2,797
+713
358
$328K ﹤0.01%
1,760
+5
359
$320K ﹤0.01%
11,135
+480
360
$319K ﹤0.01%
7,708
+626
361
$314K ﹤0.01%
7,751
-1,792
362
$313K ﹤0.01%
4,961
+203
363
$313K ﹤0.01%
+681
364
$308K ﹤0.01%
8,137
-572
365
$304K ﹤0.01%
8,896
+804
366
$303K ﹤0.01%
10,672
+3,060
367
$300K ﹤0.01%
5,299
+149
368
$298K ﹤0.01%
4,402
+116
369
$297K ﹤0.01%
+1,791
370
$296K ﹤0.01%
2,597
-681
371
$296K ﹤0.01%
7,594
-3,066
372
$296K ﹤0.01%
4,399
+552
373
$294K ﹤0.01%
2,168
+87
374
$292K ﹤0.01%
16,256
+116
375
$291K ﹤0.01%
5,935
+718
13 14
15
16 17