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
376
$289K ﹤0.01%
+8,705
377
$286K ﹤0.01%
1,898
378
$282K ﹤0.01%
1,000
+144
379
$279K ﹤0.01%
564
+6
380
$278K ﹤0.01%
+6,361
381
$278K ﹤0.01%
+485
382
$275K ﹤0.01%
11,562
-31,986
383
$268K ﹤0.01%
4,602
+518
384
$268K ﹤0.01%
+5,853
385
$268K ﹤0.01%
10,391
-4,507
386
$266K ﹤0.01%
6,325
+1,115
387
$264K ﹤0.01%
+1,252
388
$263K ﹤0.01%
1,165
+70
389
$262K ﹤0.01%
8,915
+375
390
$261K ﹤0.01%
5,007
-1,376
391
$261K ﹤0.01%
1,065
-115
392
$260K ﹤0.01%
7,478
+179
393
$260K ﹤0.01%
6,245
+738
394
$260K ﹤0.01%
9,038
-3,137
395
$255K ﹤0.01%
5,692
+192
396
$255K ﹤0.01%
10,155
+69
397
$252K ﹤0.01%
+4,584
398
$250K ﹤0.01%
3,156
+154
399
$248K ﹤0.01%
+425
400
$246K ﹤0.01%
+5,509
14 15
16
17 18