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
$41.9B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$264M
3
+$146M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$109M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$109M

Top Sells

1
+$199M
2
+$57.7M
3
+$42.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$31.1M

Sector Composition

1 Technology 0.03%
2 Consumer Discretionary 0.01%
3 Financials 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.7M 0.03%
318,801
+73,058
102
$11.5M 0.03%
228,078
-246,911
103
$11.5M 0.03%
443,404
+146,690
104
$11.3M 0.03%
208,729
+151,315
105
$11M 0.03%
215,420
-41,414
106
$10.8M 0.03%
224,477
+44,240
107
$10.8M 0.03%
376,419
-747
108
$10.7M 0.03%
207,153
-2,576
109
$10.2M 0.02%
282,217
+47,724
110
$9.97M 0.02%
499,711
+28,901
111
$9.93M 0.02%
211,839
+7,693
112
$9.54M 0.02%
179,326
+18,255
113
$9.42M 0.02%
371,348
+33,991
114
$9.32M 0.02%
+188,656
115
$8.87M 0.02%
32,902
-2,760
116
$8.47M 0.02%
180,280
+28,599
117
$8.28M 0.02%
103,556
+10,052
118
$8.22M 0.02%
89,700
+4,686
119
$8.14M 0.02%
44,116
+7,243
120
$8.12M 0.02%
297,457
+218,128
121
$7.98M 0.02%
133,701
+1,197
122
$7.9M 0.02%
21,593
-475
123
$7.57M 0.02%
12,918
-61
124
$7.23M 0.02%
290,923
+41,763
125
$7.03M 0.02%
107,945
+7,372
3 4
5
6 7