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
76
$12.8M 0.03%
136,742
+107,596
77
$12.2M 0.03%
238,709
+69,157
78
$11.6M 0.03%
125,112
-5,104
79
$11.5M 0.03%
159,173
+10,990
80
$11.5M 0.03%
393,594
-2,378
81
$11.3M 0.03%
557,708
+60,525
82
$10.5M 0.03%
229,861
+10,527
83
$10.3M 0.03%
189,825
+59,124
84
$10M 0.03%
505,425
+24,121
85
$9.39M 0.03%
163,274
+47,693
86
$9.24M 0.02%
206,139
+4,084
87
$9.21M 0.02%
358,467
-30,853
88
$9.1M 0.02%
254,948
+25,711
89
$8.6M 0.02%
202,091
+45,153
90
$7.54M 0.02%
160,389
+82,857
91
$7.46M 0.02%
91,490
+10,878
92
$7.45M 0.02%
124,917
-3,845
93
$7.17M 0.02%
266,993
+56,109
94
$7.13M 0.02%
132,552
+19,851
95
$6.75M 0.02%
37,408
-1,472
96
$6.65M 0.02%
221,883
+194,425
97
$6.64M 0.02%
268,440
-25,050
98
$6.25M 0.02%
20,499
-1,130
99
$6.18M 0.02%
93,779
+76,477
100
$6.03M 0.02%
101,860
+27,063
2 3
4
5 6