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
$6.77B
AUM Growth
+$815M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$126M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$81.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$65M

Top Sells

1
+$69M
2
+$7.43M
3
+$1.12M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$941K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$723K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.19M 0.12%
352,972
+301,104
27
$6.96M 0.1%
198,838
-20,657
28
$6.59M 0.1%
194,317
+168,311
29
$4.02M 0.06%
69,682
-500
30
$3.71M 0.05%
146,903
-2,848
31
$2.37M 0.03%
32,582
-4,056
32
$2.24M 0.03%
31,954
-4,222
33
$2.08M 0.03%
50,149
+41,983
34
$1.64M 0.02%
67,942
+57,758
35
$1.64M 0.02%
80,947
+68,806
36
$1.59M 0.02%
7,071
-4,970
37
$1.17M 0.02%
+35,957
38
$1.15M 0.02%
10,293
+6,292
39
$1.14M 0.02%
+43,215
40
$1.02M 0.02%
36,158
+13,139
41
$655K 0.01%
7,942
+2,523
42
$625K 0.01%
8,252
-3
43
$618K 0.01%
+28,655
44
$582K 0.01%
+21,966
45
$567K 0.01%
+27,078
46
$476K 0.01%
+10,728
47
$434K 0.01%
9,462
+1,919
48
$418K 0.01%
3,933
+45
49
$410K 0.01%
+9,783
50
$403K 0.01%
+5,074
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