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
101
$3.14M 0.01%
15,658
+1,251
102
$3.01M 0.01%
87,226
-128,241
103
$3.01M 0.01%
110,689
-6,190
104
$2.97M 0.01%
94,099
-2,906
105
$2.88M 0.01%
28,954
-13,188
106
$2.85M 0.01%
129,962
+31,274
107
$2.8M 0.01%
35,492
+231
108
$2.69M 0.01%
134,059
+8,234
109
$2.64M 0.01%
99,286
+1,571
110
$2.55M 0.01%
35,396
+14,036
111
$2.49M 0.01%
32,104
+6,906
112
$2.45M 0.01%
29,697
+6,147
113
$2.28M 0.01%
96,397
-1,368
114
$2.25M 0.01%
94,484
-11,023
115
$2.21M 0.01%
37,283
-1,303
116
$2.05M 0.01%
46,630
+2,014
117
$2.04M 0.01%
43,886
+4,112
118
$1.98M 0.01%
46,916
-2,349
119
$1.93M 0.01%
17,852
+2,126
120
$1.89M 0.01%
17,759
+6,994
121
$1.86M 0.01%
51,446
-2,615
122
$1.8M 0.01%
12,347
+1,875
123
$1.79M 0.01%
66,427
-1,735
124
$1.74M 0.01%
41,920
+32,269
125
$1.73M 0.01%
11,398
+731
3 4
5
6 7