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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.2M 0.14%
1,435,788
+110,113
52
$56.3M 0.13%
1,249,400
+256,519
53
$55.7M 0.13%
1,744,334
+84,046
54
$50.3M 0.12%
1,241,582
+68,109
55
$46.9M 0.11%
425,114
-14,860
56
$43.4M 0.1%
414,023
-8,494
57
$41.7M 0.1%
898,115
+3,256
58
$41.4M 0.1%
599,378
-131,022
59
$40.8M 0.1%
768,272
+732,774
60
$40.3M 0.1%
522,022
+28,454
61
$36.5M 0.09%
71,459
+24,962
62
$35.8M 0.09%
1,226,803
+159,131
63
$34.9M 0.08%
846,193
+88,211
64
$34.9M 0.08%
145,300
-3,928
65
$33.8M 0.08%
1,307,929
+123,063
66
$31.8M 0.08%
1,191,143
+215,394
67
$30.7M 0.07%
1,349,465
+197,589
68
$28.2M 0.07%
734,875
+149,422
69
$27.4M 0.07%
577,819
-325,520
70
$25.7M 0.06%
795,659
+1,972
71
$24.4M 0.06%
124,476
+20,917
72
$24.2M 0.06%
642,521
+379,179
73
$23M 0.05%
460,029
+172,457
74
$22.5M 0.05%
185,376
-4,702
75
$22.5M 0.05%
558,225
-17,292
1 2
3
4 5