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
101
$245K ﹤0.01%
+8,521
102
$233K ﹤0.01%
2,998
-9
103
$232K ﹤0.01%
1,503
-164
104
$230K ﹤0.01%
+1,865
105
$227K ﹤0.01%
+13,047
106
$226K ﹤0.01%
2,467
+231
107
$210K ﹤0.01%
6,795
-1,083
108
$206K ﹤0.01%
+1,876
109
$204K ﹤0.01%
2,065
-483
1 2 3 4
5