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
$2.63B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$54.9M
3
+$54.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$43.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.7M

Top Sells

1
+$2.17M
2
+$367K
3
+$338K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$85.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.08%
49,268
+22,748
27
$2.12M 0.08%
10,996
+4,835
28
$1.91M 0.07%
143,745
+35,280
29
$1.61M 0.06%
49,175
+19,103
30
$1.13M 0.04%
20,352
-6,104
31
$563K 0.02%
10,744
+4,124
32
$497K 0.02%
8,610
+2,918
33
$246K 0.01%
7,253
+1,358
34
– –
-43,112
35
– –
-6,766
1
2