Betterment LLC Portfolio holdings
AUM
$47B
1-Year Return
11.24%
This Quarter Return
-1.1%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$13.8B
AUM Growth
+$1.34B
(+11%)
Cap. Flow
+$1.47B
Cap. Flow
% of AUM
10.72%
Top 10 Holdings %
Top 10 Hldgs %
85%
Holding
94
New
6
Increased
81
Reduced
3
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$274M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$238M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$119M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$99.5M |
| 5 |
Vanguard Value ETF
VTV
|
$72.5M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$15.2M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.03M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.24M |
| 4 |
Vanguard Financials ETF
VFH
|
$276 |
