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
$3.25B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$60.9M
3
+$60.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$40.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.5M

Top Sells

1
+$228K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 0.11%
41,782
+7,703
27
$3.27M 0.1%
231,294
+87,549
28
$2.45M 0.08%
121,489
+10,753
29
$2.29M 0.07%
11,188
+192
30
$971K 0.03%
17,962
+7,218
31
$920K 0.03%
15,692
+7,082
32
$911K 0.03%
16,272
-4,080
33
$679K 0.02%
+15,059
34
$454K 0.01%
+4,267
35
$425K 0.01%
12,718
+5,465
36
$351K 0.01%
+12,865
37
$239K 0.01%
+1,277
38
$237K 0.01%
+2,974
1
2