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
$26.6B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$362M
2
+$342M
3
+$165M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$134M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$128M

Top Sells

1
+$66.2M
2
+$44.8M
3
+$27.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.3M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$11.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K ﹤0.01%
+6,452
127
$286K ﹤0.01%
7,396
+200
128
$281K ﹤0.01%
+11,018
129
$272K ﹤0.01%
+1,120
130
$260K ﹤0.01%
+5,075
131
$236K ﹤0.01%
9,708
-2,574
132
$229K ﹤0.01%
1,025
-1,342
133
$219K ﹤0.01%
3,884
-3,810
134
– –
-2,521
135
– –
-10,680
136
– –
-2,339
137
– –
-83,793
2 3 4 5
6