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
126
$3.02M 0.01%
80,589
-2,810
127
$2.97M 0.01%
+76,793
128
$2.88M 0.01%
37,312
+1,525
129
$2.85M 0.01%
+61,061
130
$2.78M 0.01%
55,106
-2,931
131
$2.7M 0.01%
31,193
-3,178
132
$2.66M 0.01%
130,126
-122,451
133
$2.59M 0.01%
86,792
-4,153
134
$2.59M 0.01%
15,744
+1,154
135
$2.53M 0.01%
87,145
+2,974
136
$2.34M 0.01%
22,377
+6,551
137
$2.3M 0.01%
80,650
+10,546
138
$2.3M 0.01%
19,004
+410
139
$2.27M 0.01%
+43,324
140
$2.19M 0.01%
102,408
-4,617
141
$2.19M 0.01%
20,381
+433
142
$2.15M 0.01%
+40,596
143
$2.15M 0.01%
+48,521
144
$2.13M 0.01%
29,031
-1,793
145
$2.08M 0.01%
34,334
-1,036
146
$2.06M 0.01%
18,638
+315
147
$2.02M 0.01%
80,077
-8,876
148
$2M 0.01%
+37,831
149
$2M 0.01%
10,224
+2,294
150
$1.99M 0.01%
18,041
-1,093
4 5
6
7 8