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
126
$7.01M 0.02%
75,622
+2,348
127
$6.88M 0.02%
59,754
-17,368
128
$6.85M 0.02%
27,346
+86
129
$6.78M 0.02%
171,317
-3,755
130
$6.43M 0.02%
100,896
-29,510
131
$6.13M 0.01%
29,151
+3,810
132
$6M 0.01%
+230,860
133
$5.56M 0.01%
182,485
+12,818
134
$5.29M 0.01%
227,353
+19,178
135
$4.96M 0.01%
56,810
+51,221
136
$4.88M 0.01%
92,808
+31,701
137
$4.65M 0.01%
91,529
+15,494
138
$4.5M 0.01%
50,502
-7,621
139
$4.49M 0.01%
46,349
+6,089
140
$4.46M 0.01%
160,052
-5,032
141
$4.42M 0.01%
47,830
+3,367
142
$4.37M 0.01%
75,140
+21,797
143
$4.36M 0.01%
18,543
+4,796
144
$4.33M 0.01%
15,476
+90
145
$4.29M 0.01%
121,622
+75,403
146
$4.28M 0.01%
85,643
+39,883
147
$4.22M 0.01%
36,441
-124
148
$4.13M 0.01%
101,034
+646
149
$3.98M 0.01%
112,204
+5,650
150
$3.94M 0.01%
148,195
+54,007
4 5
6
7 8