Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+9.38%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$16.5B
AUM Growth
+$16.5B
(+16%)
Cap. Flow
+$975M
Cap. Flow
% of AUM
5.89%
Top 10 Holdings %
Top 10 Hldgs %
80.32%
Holding
109
New
5
Increased
74
Reduced
29
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$207M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$156M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$153M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$58.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$55.8M |
Top Sells
| 1 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$7.59M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.89M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$6.52M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.79M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$2.48M |
