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
$8.31B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$174M
3
+$174M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$80.2M

Top Sells

1
+$35.6M
2
+$16.4M
3
+$13.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$10.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$8.47M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.06%
89,457
-96,539
27
$4M 0.05%
117,114
-77,203
28
$3.94M 0.05%
98,932
+48,783
29
$3.84M 0.05%
65,988
-3,694
30
$3.47M 0.04%
137,280
-9,623
31
$3.18M 0.04%
144,196
+63,249
32
$3.17M 0.04%
80,409
-118,429
33
$3M 0.04%
127,155
+59,213
34
$2.38M 0.03%
87,480
+44,265
35
$2.16M 0.03%
63,567
+27,610
36
$2.16M 0.03%
17,729
+7,436
37
$1.67M 0.02%
7,054
-17
38
$1.63M 0.02%
23,490
-8,464
39
$1.59M 0.02%
66,163
+37,508
40
$1.45M 0.02%
19,524
-13,058
41
$1.17M 0.01%
39,547
+17,581
42
$1.12M 0.01%
49,223
+22,145
43
$951K 0.01%
11,520
+3,578
44
$872K 0.01%
18,643
+7,915
45
$814K 0.01%
10,209
+5,135
46
$779K 0.01%
26,804
-9,354
47
$677K 0.01%
5,080
+2,294
48
$640K 0.01%
12,010
+6,097
49
$640K 0.01%
8,237
-15
50
$557K 0.01%
19,154
+11,659
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