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
$14.2B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$214M
3
+$86.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$73.8M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$73.4M

Top Sells

1
+$131M
2
+$99.8M
3
+$61.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$41.3M
5
BND icon
Vanguard Total Bond Market
BND
+$12.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.03%
190,198
-12,247
52
$4.08M 0.03%
194,111
-14,609
53
$3.67M 0.03%
46,741
+6,887
54
$3.51M 0.02%
90,238
+13,634
55
$3.43M 0.02%
72,636
+29,424
56
$3.33M 0.02%
135,388
-13,333
57
$3.21M 0.02%
121,685
+27,751
58
$2.89M 0.02%
21,911
+2,935
59
$2.85M 0.02%
55,023
+10,725
60
$2.73M 0.02%
127,108
-3,980
61
$2.58M 0.02%
58,044
-8,331
62
$2.57M 0.02%
79,126
-7,440
63
$2.39M 0.02%
32,066
+467
64
$2.14M 0.02%
8,510
+1,971
65
$2.01M 0.01%
38,958
+7,458
66
$1.97M 0.01%
59,653
-3,741
67
$1.82M 0.01%
22,399
+3,209
68
$1.75M 0.01%
14,648
+735
69
$1.66M 0.01%
35,985
-10,200
70
$1.57M 0.01%
17,991
+2,582
71
$1.57M 0.01%
+29,116
72
$1.52M 0.01%
54,487
-2,978
73
$1.32M 0.01%
61,551
-4,248
74
$1.19M 0.01%
22,769
+735
75
$866K 0.01%
7,909
+3,041
1 2
3
4 5