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
76
$1.23M 0.01%
23,639
+6,747
77
$911K 0.01%
30,310
+7,521
78
$834K 0.01%
66,960
-1,030
79
$823K 0.01%
4,579
+456
80
$785K ﹤0.01%
6,943
-966
81
$748K ﹤0.01%
45,008
+2,003
82
$715K ﹤0.01%
17,978
+9,409
83
$703K ﹤0.01%
8,206
+53
84
$692K ﹤0.01%
31,130
+19,476
85
$690K ﹤0.01%
13,288
+3,314
86
$626K ﹤0.01%
6,016
-1,012
87
$616K ﹤0.01%
10,202
-823
88
$613K ﹤0.01%
14,470
-410
89
$524K ﹤0.01%
9,151
+3,292
90
$426K ﹤0.01%
9,979
91
$423K ﹤0.01%
6,734
+107
92
$369K ﹤0.01%
6,362
+165
93
$367K ﹤0.01%
8,557
+216
94
$363K ﹤0.01%
4,918
+706
95
$355K ﹤0.01%
9,799
-4,097
96
$353K ﹤0.01%
3,245
+149
97
$326K ﹤0.01%
3,055
+11
98
$313K ﹤0.01%
+11,361
99
$312K ﹤0.01%
2,264
-8
100
$302K ﹤0.01%
4,456
-148
1 2 3
4
5