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
$8.31B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$174M
3
+$174M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$98.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$80.2M

Top Sells

1
+$35.6M
2
+$16.4M
3
+$13.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$10.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$8.47M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.01%
45,720
+22,160
52
$484K 0.01%
29,087
+12,865
53
$481K 0.01%
9,672
+210
54
$437K 0.01%
9,951
+168
55
$424K 0.01%
3,978
+45
56
$418K 0.01%
5,001
+2,470
57
$416K 0.01%
7,912
+3,922
58
$403K ﹤0.01%
3,821
+25
59
$391K ﹤0.01%
6,389
60
$337K ﹤0.01%
+12,872
61
$323K ﹤0.01%
+3,590
62
$290K ﹤0.01%
4,967
+1,566
63
$272K ﹤0.01%
2,025
+24
64
$266K ﹤0.01%
2,162
+221
65
$245K ﹤0.01%
+8,160
66
$211K ﹤0.01%
2,826
+63
67
$206K ﹤0.01%
954
-59
68
$188K ﹤0.01%
+5,086
1 2
3