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
$29.9B
AUM Growth
+$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$151M
3
+$142M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$99.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.9M

Top Sells

1
+$109M
2
+$22.9M
3
+$16.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$15.4M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$7.29M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.6M 0.05%
311,437
-81,531
52
$14.2M 0.05%
+278,519
53
$13.6M 0.05%
330,278
-47,096
54
$13.3M 0.04%
313,889
+125,881
55
$11.7M 0.04%
130,337
+28,992
56
$10.8M 0.04%
100,218
+5,533
57
$10.8M 0.04%
203,350
+24,560
58
$10.8M 0.04%
105,722
+12,537
59
$10.7M 0.04%
122,949
-18,295
60
$10.6M 0.04%
192,193
+25,630
61
$9.4M 0.03%
114,754
+15,920
62
$8.48M 0.03%
155,123
+15,064
63
$8.4M 0.03%
125,656
-21,401
64
$8.27M 0.03%
23,093
+9,104
65
$7.61M 0.03%
276,586
+95,075
66
$7.29M 0.02%
149,018
+27,382
67
$7M 0.02%
153,179
+42,698
68
$6.42M 0.02%
102,385
-11,011
69
$6.35M 0.02%
124,979
+16,151
70
$6.32M 0.02%
238,025
-43,267
71
$6.28M 0.02%
85,698
+37,609
72
$6.25M 0.02%
150,530
+101,229
73
$6.17M 0.02%
60,030
-6,213
74
$5.97M 0.02%
57,986
-5,116
75
$5.63M 0.02%
68,253
+6,352
1 2
3
4 5