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
101
$5.98M 0.02%
+102,037
102
$5.63M 0.02%
109,825
+10,874
103
$5.36M 0.01%
109,521
+13,555
104
$5.36M 0.01%
210,752
+1,019
105
$5.11M 0.01%
53,952
-23,810
106
$4.93M 0.01%
167,328
+15,153
107
$4.46M 0.01%
17,088
+310
108
$4.41M 0.01%
86,980
-53,269
109
$4.3M 0.01%
102,085
+8,207
110
$3.88M 0.01%
22,623
+19,180
111
$3.74M 0.01%
101,864
+27,787
112
$3.74M 0.01%
35,290
-282
113
$3.73M 0.01%
97,354
-1,410
114
$3.54M 0.01%
62,077
+13,147
115
$3.4M 0.01%
18,162
-169
116
$3.39M 0.01%
18,553
+13,057
117
$3.35M 0.01%
149,796
+50,235
118
$3.33M 0.01%
57,344
+2,387
119
$3.32M 0.01%
28,061
-47,122
120
$3.29M 0.01%
40,914
-285
121
$3.2M 0.01%
31,786
-91
122
$3.19M 0.01%
85,126
+22,474
123
$3.18M 0.01%
6,081
+2,104
124
$3.13M 0.01%
71,808
+6,755
125
$3.09M 0.01%
84,472
+17,461
3 4
5
6 7