Betterment LLC Portfolio holdings
AUM
$47B
1-Year Return
11.24%
This Quarter Return
-0.53%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$42.2B
AUM Growth
+$206M
(+0.49%)
Cap. Flow
+$473M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
472
New
28
Increased
265
Reduced
163
Closed
14
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$788M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$196M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$159M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$150M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$94.4M |
Top Sells
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Financials | 0.01% |
| 4 | Communication Services | 0.01% |
| 5 | Consumer Staples | 0% |
