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
$6.77B
AUM Growth
+$815M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$126M
3
+$92.6M
4
VTV icon
Vanguard Value ETF
VTV
+$81.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$65M

Top Sells

1
+$69M
2
+$7.43M
3
+$1.12M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$941K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$723K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.01%
3,796
-1,874
52
$379K 0.01%
6,389
+303
53
$359K 0.01%
+2,786
54
$293K ﹤0.01%
+5,913
55
$280K ﹤0.01%
+16,222
56
$266K ﹤0.01%
2,001
+82
57
$263K ﹤0.01%
+23,560
58
$238K ﹤0.01%
+1,941
59
$215K ﹤0.01%
7,495
-10
60
$210K ﹤0.01%
+2,531
61
$209K ﹤0.01%
+3,990
62
$208K ﹤0.01%
1,013
-8
63
$204K ﹤0.01%
+2,763
64
$189K ﹤0.01%
3,401
-230
65
– –
-4,880
66
– –
-15,090
67
– –
-1,850
1 2
3