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
$9.57B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$163M
3
+$150M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$91.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$88.8M

Top Sells

1
+$31.1M
2
+$13.4M
3
+$11M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.03M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.01%
55,280
+9,560
52
$643K 0.01%
8,226
-11
53
$610K 0.01%
20,744
+1,590
54
$575K 0.01%
36,434
+7,347
55
$574K 0.01%
6,164
+2,574
56
$564K 0.01%
4,565
+2,403
57
$542K 0.01%
14,347
+9,261
58
$502K 0.01%
9,658
-14
59
$465K ﹤0.01%
16,794
+3,922
60
$449K ﹤0.01%
4,203
+225
61
$449K ﹤0.01%
9,979
+28
62
$420K ﹤0.01%
+11,570
63
$397K ﹤0.01%
6,416
+27
64
$338K ﹤0.01%
10,821
+2,661
65
$300K ﹤0.01%
+3,220
66
$295K ﹤0.01%
+6,333
67
$294K ﹤0.01%
2,759
-1,062
68
$291K ﹤0.01%
+5,208
69
$288K ﹤0.01%
4,623
-344
70
$281K ﹤0.01%
2,058
+33
71
$228K ﹤0.01%
2,956
+130
72
$214K ﹤0.01%
+1,950
73
$211K ﹤0.01%
949
-5
74
$203K ﹤0.01%
+3,244
1 2
3