Betterment LLC

Betterment LLC Portfolio holdings

AUM $47B
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.07B
2
+$784M
3
+$775M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$566M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$474M

Top Sells

1
+$1.01B
2
+$844M
3
+$750M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$732M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$709M

Sector Composition

1 Technology 0.02%
2 Consumer Discretionary 0%
3 Communication Services 0%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.7M 0.09%
439,130
+125,251
52
$33.5M 0.09%
359,487
-21,623
53
$33.4M 0.09%
811,417
+14,187
54
$32M 0.09%
139,977
+4,741
55
$30.4M 0.08%
969,380
+58,156
56
$27.8M 0.07%
776,786
+265,976
57
$25.6M 0.07%
48,654
+31,301
58
$25M 0.07%
827,180
-2,308
59
$24.7M 0.07%
539,144
+67,594
60
$24.5M 0.07%
583,236
+319,255
61
$22.8M 0.06%
851,698
+477,911
62
$21.8M 0.06%
199,525
-7,731
63
$20.6M 0.06%
437,903
+29,889
64
$19.7M 0.05%
545,461
-242,718
65
$19.1M 0.05%
474,446
+43,716
66
$17.8M 0.05%
75,433
+28,190
67
$15.4M 0.04%
670,565
+53,770
68
$15.4M 0.04%
603,988
+433,591
69
$15.2M 0.04%
34,191
+1,658
70
$14.9M 0.04%
81,741
+44,768
71
$14.8M 0.04%
136,153
-1,017
72
$14.7M 0.04%
711,090
+236,649
73
$13.1M 0.04%
173,921
+6,786
74
$13.1M 0.04%
264,182
+29,017
75
$12.8M 0.03%
312,021
+31,008
1 2
3
4 5