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
151
$1.96M 0.01%
7,838
+4,136
152
$1.93M 0.01%
23,209
-80,524
153
$1.92M 0.01%
76,461
+13,087
154
$1.91M 0.01%
+37,794
155
$1.91M 0.01%
44,598
+2,248
156
$1.91M 0.01%
73,448
+22,237
157
$1.86M 0.01%
30,890
+4,221
158
$1.85M 0.01%
18,225
-1,368
159
$1.83M ﹤0.01%
28,588
+19,387
160
$1.83M ﹤0.01%
46,545
+1,368
161
$1.81M ﹤0.01%
38,137
+585
162
$1.81M ﹤0.01%
77,988
+8,580
163
$1.7M ﹤0.01%
16,341
-137
164
$1.7M ﹤0.01%
+4,038
165
$1.69M ﹤0.01%
62,790
+19,176
166
$1.6M ﹤0.01%
64,930
+52,106
167
$1.58M ﹤0.01%
19,847
+2,292
168
$1.58M ﹤0.01%
39,947
+859
169
$1.57M ﹤0.01%
+6,563
170
$1.55M ﹤0.01%
18,605
-773
171
$1.54M ﹤0.01%
22,729
+2,589
172
$1.54M ﹤0.01%
26,441
+5,020
173
$1.54M ﹤0.01%
51,034
+5,991
174
$1.53M ﹤0.01%
30,155
+7,999
175
$1.46M ﹤0.01%
26,809
+3,208
5 6
7
8 9