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
76
$5.44M 0.02%
122,703
+45,641
77
$5.26M 0.02%
230,314
+77,056
78
$5.04M 0.02%
100,564
+26,923
79
$5.02M 0.02%
86,827
+5,552
80
$5.01M 0.02%
125,124
+54,338
81
$4.71M 0.02%
75,917
+5,701
82
$4.66M 0.02%
154,812
+83,231
83
$4.44M 0.01%
40,197
+18,476
84
$4.27M 0.01%
48,757
-41,174
85
$4.26M 0.01%
40,358
-315
86
$3.86M 0.01%
94,134
+2
87
$3.85M 0.01%
127,998
+21,862
88
$3.8M 0.01%
65,778
+16,882
89
$3.65M 0.01%
56,979
+25,425
90
$3.63M 0.01%
15,348
-921
91
$3.63M 0.01%
+140,092
92
$3.6M 0.01%
138,593
-12,227
93
$3.55M 0.01%
30,779
+12,366
94
$3.42M 0.01%
36,225
-1,076
95
$3.41M 0.01%
+113,155
96
$3.36M 0.01%
12,614
+1,225
97
$3.31M 0.01%
137,911
+3,279
98
$3.22M 0.01%
11,503
+3,137
99
$3.12M 0.01%
134,384
+3,646
100
$3.04M 0.01%
7,052
+102
2 3
4
5 6