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
$17.6B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$97.5M
3
+$96.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$75.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$44.6M

Top Sells

1
+$11.1M
2
+$8.08M
3
+$6.69M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.97M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$5.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.6M 0.18%
1,102,453
+75,696
27
$31.2M 0.18%
508,031
+9,870
28
$25.3M 0.14%
380,438
-18,049
29
$20.2M 0.11%
803,024
-56,166
30
$17.4M 0.1%
530,285
-181,746
31
$16.4M 0.09%
131,993
+2,920
32
$13.8M 0.08%
524,153
-29,006
33
$12.7M 0.07%
249,192
+27,156
34
$12.1M 0.07%
356,196
+56,461
35
$11.8M 0.07%
43,954
+3,193
36
$10.3M 0.06%
121,839
-3,041
37
$9.41M 0.05%
57,609
+4,942
38
$8.97M 0.05%
286,756
-4,457
39
$8.64M 0.05%
99,098
+32,228
40
$8.11M 0.05%
133,158
+20,458
41
$7.93M 0.05%
88,282
-5,014
42
$7.41M 0.04%
76,471
+11,323
43
$6.51M 0.04%
140,769
-36,688
44
$6.01M 0.03%
75,378
-9,094
45
$5.42M 0.03%
67,365
+12,491
46
$5.05M 0.03%
133,530
-10,253
47
$4.77M 0.03%
92,852
+5,595
48
$4.52M 0.03%
74,533
+10,937
49
$4.46M 0.03%
73,546
+28,227
50
$4.38M 0.02%
98,696
-1,440
1
2
3 4 5