Betterment LLC

Betterment LLC Portfolio holdings

AUM $47B
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.02B
AUM Growth
+$769M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$80.8M
3
+$72.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$71.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.9M

Top Sells

1
+$7.58M
2
+$2.54M
3
+$1.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$679K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$409K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.12%
54,655
+12,873
27
$4.23M 0.11%
70,924
-128
28
$3.49M 0.09%
159,829
+38,340
29
$1.9M 0.05%
9,209
-1,979
30
$1.82M 0.05%
29,424
+13,732
31
$1.69M 0.04%
29,868
+11,906
32
$941K 0.02%
16,670
+398
33
$617K 0.02%
18,018
+5,300
34
$461K 0.01%
16,297
+3,432
35
$458K 0.01%
4,305
+38
36
$335K 0.01%
3,998
+1,024
37
$116K ﹤0.01%
+2,254
38
– –
-15,059
39
– –
-1,277
1
2