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
$16.5B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$153M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$58.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.8M

Top Sells

1
+$7.59M
2
+$6.89M
3
+$6.52M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.79M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.48M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.3M 0.18%
498,161
+80,287
27
$28.8M 0.17%
1,026,757
+171,170
28
$25.7M 0.16%
398,487
+149,378
29
$23.2M 0.14%
712,031
+10,573
30
$21.6M 0.13%
859,190
-38,415
31
$15.4M 0.09%
129,073
+1,188
32
$14.4M 0.09%
553,159
+25
33
$11.3M 0.07%
222,036
+68,562
34
$10.6M 0.06%
40,761
-2,370
35
$10.5M 0.06%
124,880
+8,613
36
$10.2M 0.06%
299,735
+80,236
37
$8.82M 0.05%
291,213
+70,057
38
$8.24M 0.05%
52,667
+6,484
39
$8.11M 0.05%
93,296
-2,434
40
$7.78M 0.05%
177,457
+11,642
41
$6.66M 0.04%
112,700
-4,220
42
$6.63M 0.04%
84,472
-2,836
43
$5.97M 0.04%
112,988
+15,301
44
$5.96M 0.04%
65,148
+5,431
45
$5.79M 0.04%
57,749
+5,773
46
$5.78M 0.03%
66,870
+2,914
47
$5.59M 0.03%
143,783
-4,740
48
$5.35M 0.03%
50,262
-9,102
49
$4.37M 0.03%
54,874
+8,133
50
$4.37M 0.03%
100,136
+9,898
1
2
3 4 5