Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+3.78%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$5.96B
AUM Growth
+$5.96B
(+22%)
Cap. Flow
+$874M
Cap. Flow
% of AUM
14.68%
Top 10 Holdings %
Top 10 Hldgs %
83.92%
Holding
51
New
6
Increased
35
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$244M |
| 2 |
Vanguard Value ETF
VTV
|
$109M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$108M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$74.2M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$56.2M |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco Global Listed Private Equity ETF
PSP
$325M
| $197K | ﹤0.01% |
18,157
+5,114
| +39% | +$55.4K |
|