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
376
$317K ﹤0.01%
10,077
+74
377
$315K ﹤0.01%
5,494
+195
378
$314K ﹤0.01%
8,459
+981
379
$312K ﹤0.01%
5,087
-721
380
$312K ﹤0.01%
7,277
+1,585
381
$311K ﹤0.01%
11,520
+385
382
$311K ﹤0.01%
7,636
+2,127
383
$307K ﹤0.01%
7,331
+1,478
384
$307K ﹤0.01%
6,675
-7,505
385
$307K ﹤0.01%
+494
386
$296K ﹤0.01%
6,765
+404
387
$294K ﹤0.01%
7,427
-167
388
$293K ﹤0.01%
4,370
-29
389
$292K ﹤0.01%
1,260
+29
390
$292K ﹤0.01%
3,862
+706
391
$291K ﹤0.01%
2,205
+37
392
$289K ﹤0.01%
7,142
+1,592
393
$288K ﹤0.01%
5,817
-118
394
$288K ﹤0.01%
+17,173
395
$287K ﹤0.01%
1,898
396
$286K ﹤0.01%
502
+75
397
$283K ﹤0.01%
+2,521
398
$280K ﹤0.01%
+944
399
$280K ﹤0.01%
3,540
+390
400
$278K ﹤0.01%
10,569
-103
14 15
16
17 18