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
$16.5B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$153M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$58.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.8M

Top Sells

1
+$7.59M
2
+$6.89M
3
+$6.52M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.79M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.48M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.33M 0.03%
87,257
+14,621
52
$4.31M 0.03%
190,613
-3,498
53
$4.04M 0.02%
194,925
+4,727
54
$3.79M 0.02%
63,596
-17,309
55
$3.74M 0.02%
65,142
+10,119
56
$3.61M 0.02%
23,598
+1,687
57
$3.4M 0.02%
136,305
+917
58
$3.32M 0.02%
134,094
+6,986
59
$3.21M 0.02%
114,528
-7,157
60
$3.04M 0.02%
35,021
+2,955
61
$2.95M 0.02%
81,819
+2,693
62
$2.74M 0.02%
58,597
+553
63
$2.73M 0.02%
45,319
+16,203
64
$2.72M 0.02%
9,552
+1,042
65
$2.38M 0.01%
16,699
+2,051
66
$2.37M 0.01%
45,214
+6,256
67
$2.16M 0.01%
25,726
+3,327
68
$2.07M 0.01%
16,792
-22,655
69
$1.94M 0.01%
21,007
+3,016
70
$1.92M 0.01%
39,206
+3,221
71
$1.9M 0.01%
57,034
-2,619
72
$1.74M 0.01%
55,976
+1,489
73
$1.55M 0.01%
26,108
+3,339
74
$1.51M 0.01%
64,990
+3,439
75
$1.29M 0.01%
23,193
+11,805
1 2
3
4 5