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
$1.14B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$166M
3
+$90.8M
4
VTV icon
Vanguard Value ETF
VTV
+$87.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$81.5M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$216K 0.02%
+5,506
27
$113K 0.01%
+2,022
28
$108K 0.01%
+1,253
29
$106K 0.01%
+1,011
30
$73K 0.01%
+1,244
31
$52K ﹤0.01%
+812
32
$25K ﹤0.01%
+426
33
$18K ﹤0.01%
+225
34
$11K ﹤0.01%
+394
35
$10K ﹤0.01%
+318
36
$6K ﹤0.01%
+181
37
$1K ﹤0.01%
+8
1
2