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
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$144M
3
+$121M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$67.5M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$60.9M

Top Sells

1
+$181M
2
+$33.2M
3
+$31.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$27.3M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$27.1M

Sector Composition

1 Technology 0.03%
2 Industrials 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.6M 0.01%
169,667
-439
127
$5.34M 0.01%
208,175
+27,718
128
$5.09M 0.01%
25,341
+9,096
129
$5.07M 0.01%
51,850
-16,536
130
$5.03M 0.01%
79,827
+6,503
131
$4.36M 0.01%
44,463
+1,830
132
$4.3M 0.01%
165,084
+73,844
133
$4.27M 0.01%
60,510
-255
134
$4.15M 0.01%
36,565
+89
135
$4.15M 0.01%
100,388
+516
136
$4.11M 0.01%
15,386
-563
137
$4.06M 0.01%
106,554
-13,837
138
$3.83M 0.01%
40,260
+1,026
139
$3.81M 0.01%
70,889
+45,484
140
$3.5M 0.01%
+57,414
141
$3.5M 0.01%
17,237
-1,412
142
$3.42M 0.01%
75,651
+314
143
$3.38M 0.01%
62,561
+6,082
144
$3.35M 0.01%
61,107
+6,079
145
$3.23M 0.01%
38,531
+581
146
$3.22M 0.01%
53,647
+27,416
147
$3.2M 0.01%
55,295
+13,084
148
$3.15M 0.01%
+62,292
149
$3.15M 0.01%
53,343
+4,314
150
$3.05M 0.01%
61,310
-2,588
4 5
6
7 8