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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251M 0.6%
1,299,071
+9,067
27
$232M 0.55%
1,795,205
-60,106
28
$212M 0.5%
6,201,642
+3,199,962
29
$170M 0.41%
5,095,611
-931,539
30
$143M 0.34%
1,303,224
-95,268
31
$140M 0.33%
6,023,300
+59,915
32
$139M 0.33%
2,715,418
-173,017
33
$136M 0.32%
829,076
-40,655
34
$129M 0.31%
238,785
+3,649
35
$122M 0.29%
2,514,610
-291,046
36
$121M 0.29%
4,652,799
-164,304
37
$121M 0.29%
1,679,216
+86,538
38
$117M 0.28%
1,852,156
-42,703
39
$113M 0.27%
3,391,317
+152,352
40
$105M 0.25%
256,276
+39,558
41
$93.5M 0.22%
158,871
-3,801
42
$93.1M 0.22%
1,933,185
-34,408
43
$92.8M 0.22%
1,826,450
+154,381
44
$87.7M 0.21%
1,274,494
+45,166
45
$79.4M 0.19%
416,031
-11,407
46
$78.5M 0.19%
2,270,295
+156,138
47
$72.4M 0.17%
1,449,648
+5,167
48
$67.4M 0.16%
1,602,629
+111,312
49
$65.8M 0.16%
1,898,966
+928,178
50
$60.3M 0.14%
1,293,055
+76,909
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