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
401
$275K ﹤0.01%
7,325
-4,847
402
$273K ﹤0.01%
+5,058
403
$266K ﹤0.01%
+15,742
404
$265K ﹤0.01%
4,660
+58
405
$263K ﹤0.01%
7,229
+1,971
406
$262K ﹤0.01%
830
+37
407
$259K ﹤0.01%
8,631
-74
408
$255K ﹤0.01%
10,309
+154
409
$251K ﹤0.01%
10,483
+1,763
410
$248K ﹤0.01%
+4,191
411
$247K ﹤0.01%
+5,085
412
$247K ﹤0.01%
2,156
-1,491
413
$244K ﹤0.01%
2,916
-149
414
$242K ﹤0.01%
5,052
+45
415
$238K ﹤0.01%
2,133
+13
416
$233K ﹤0.01%
2,323
+162
417
$231K ﹤0.01%
4,054
-907
418
$231K ﹤0.01%
963
+1
419
$230K ﹤0.01%
+7,802
420
$230K ﹤0.01%
2,600
-85
421
$228K ﹤0.01%
2,019
-578
422
$228K ﹤0.01%
+2,551
423
$227K ﹤0.01%
650
+5
424
$227K ﹤0.01%
1,075
+58
425
$227K ﹤0.01%
+1,390
15 16
17
18 19