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
$29.2B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$220M
3
+$191M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$118M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$94.8M

Top Sells

1
+$253M
2
+$79.8M
3
+$60.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.8M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.38M 0.02%
16,600
+3,706
77
$5.99M 0.02%
120,186
-110,178
78
$5.92M 0.02%
274,129
-28,330
79
$5.92M 0.02%
236,207
+49,130
80
$5.91M 0.02%
101,442
+7
81
$5.85M 0.02%
118,816
-98,952
82
$5.71M 0.02%
305,783
+12,863
83
$5.61M 0.02%
228,046
+7,483
84
$5.36M 0.02%
95,659
-8,229
85
$5.12M 0.02%
152,006
+8,754
86
$5.04M 0.02%
67,072
+2,193
87
$5.01M 0.02%
95,626
+10,150
88
$4.83M 0.02%
22,896
+12,267
89
$4.73M 0.02%
46,963
-9,371
90
$4.54M 0.02%
65,249
+5,080
91
$4.34M 0.01%
77,324
+20,023
92
$4.25M 0.01%
52,321
-14,362
93
$3.96M 0.01%
81,743
+6,490
94
$3.95M 0.01%
95,495
+13,836
95
$3.86M 0.01%
27,532
+5,576
96
$3.71M 0.01%
38,997
-5,128
97
$3.67M 0.01%
105,045
+290
98
$3.52M 0.01%
66,391
-6,431
99
$3.26M 0.01%
122,280
+8,872
100
$3.23M 0.01%
55,801
+1,568
2 3
4
5 6