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
$17.6B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$97.5M
3
+$96.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$75.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$44.6M

Top Sells

1
+$11.1M
2
+$8.08M
3
+$6.69M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.97M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$5.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.02%
40,062
-10,200
52
$4.3M 0.02%
42,806
-14,943
53
$4.2M 0.02%
177,461
-13,152
54
$3.9M 0.02%
191,693
-3,232
55
$3.82M 0.02%
24,368
+770
56
$3.75M 0.02%
65,409
+267
57
$3.5M 0.02%
139,350
+5,256
58
$3.45M 0.02%
64,476
-48,512
59
$3.23M 0.02%
124,216
-12,089
60
$3.12M 0.02%
35,709
+688
61
$3.07M 0.02%
64,205
+5,608
62
$3.02M 0.02%
104,180
-10,348
63
$2.96M 0.02%
55,973
+10,759
64
$2.93M 0.02%
9,930
+378
65
$2.85M 0.02%
33,008
+7,282
66
$2.73M 0.02%
18,288
+1,589
67
$2.68M 0.02%
74,411
-7,408
68
$2.52M 0.01%
26,017
+5,010
69
$1.98M 0.01%
56,966
-68
70
$1.85M 0.01%
37,525
-1,681
71
$1.65M 0.01%
52,266
-3,710
72
$1.54M 0.01%
27,125
+3,932
73
$1.53M 0.01%
25,938
-170
74
$1.36M 0.01%
59,688
-5,302
75
$1.26M 0.01%
23,671
+32
1 2
3
4 5