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
$9.57B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$163M
3
+$150M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$91.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$88.8M

Top Sells

1
+$31.1M
2
+$13.4M
3
+$11M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.03M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 0.05%
121,312
+22,380
27
$4.09M 0.04%
69,566
+3,578
28
$4.04M 0.04%
170,993
+26,797
29
$3.65M 0.04%
157,070
+29,915
30
$3.38M 0.04%
137,509
+229
31
$2.79M 0.03%
50,364
-39,093
32
$2.72M 0.03%
21,442
+3,713
33
$2.65M 0.03%
93,846
+6,366
34
$2.5M 0.03%
72,805
-44,309
35
$2.34M 0.02%
68,281
+4,714
36
$2.16M 0.02%
44,963
+26,320
37
$1.72M 0.02%
7,052
-2
38
$1.62M 0.02%
65,311
-852
39
$1.4M 0.01%
47,017
+7,470
40
$1.39M 0.01%
17,426
+7,217
41
$1.31M 0.01%
18,760
-4,730
42
$1.27M 0.01%
53,465
+4,242
43
$1.1M 0.01%
13,275
+1,755
44
$951K 0.01%
22,970
-57,439
45
$922K 0.01%
6,801
+1,721
46
$879K 0.01%
11,840
-7,684
47
$789K 0.01%
14,034
+2,024
48
$713K 0.01%
13,549
+5,637
49
$705K 0.01%
8,340
+3,339
50
$691K 0.01%
23,599
-3,205
1
2
3