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
351
$405K ﹤0.01%
4,071
-207
352
$402K ﹤0.01%
2,520
+199
353
$402K ﹤0.01%
5,305
-295
354
$379K ﹤0.01%
29,157
-197
355
$376K ﹤0.01%
6,629
-1,948
356
$376K ﹤0.01%
2,777
+274
357
$364K ﹤0.01%
3,653
-1,643
358
$363K ﹤0.01%
1,918
+127
359
$362K ﹤0.01%
2,037
+12
360
$359K ﹤0.01%
4,066
+37
361
$357K ﹤0.01%
8,728
+2,483
362
$355K ﹤0.01%
7,081
-3
363
$353K ﹤0.01%
14,903
-406
364
$351K ﹤0.01%
774
+93
365
$346K ﹤0.01%
6,683
+237
366
$344K ﹤0.01%
2,752
367
$343K ﹤0.01%
2,773
-3,580
368
$336K ﹤0.01%
6,755
-129
369
$336K ﹤0.01%
2,445
+120
370
$330K ﹤0.01%
10,640
+1,744
371
$329K ﹤0.01%
17,933
+6,601
372
$328K ﹤0.01%
572
+8
373
$328K ﹤0.01%
2,719
-78
374
$325K ﹤0.01%
3,019
-742
375
$319K ﹤0.01%
545
+60
13 14
15
16 17