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
151
$3.89M 0.01%
90,499
+14,848
152
$3.88M 0.01%
77,173
+14,881
153
$3.8M 0.01%
47,313
+8,782
154
$3.64M 0.01%
118,220
+42,390
155
$3.62M 0.01%
62,978
-16,849
156
$3.55M 0.01%
45,474
+13,687
157
$3.52M 0.01%
71,937
+51,249
158
$3.49M 0.01%
16,882
-355
159
$3.46M 0.01%
69,080
+29,366
160
$3.34M 0.01%
63,855
+1,294
161
$3.34M 0.01%
127,388
+20,687
162
$3.28M 0.01%
125,393
+84,570
163
$3.22M 0.01%
55,560
+43,271
164
$3.16M 0.01%
83,322
+36,069
165
$3.15M 0.01%
61,244
-9,645
166
$3.15M 0.01%
29,893
+1,480
167
$3.11M 0.01%
24,856
+1,038
168
$3.02M 0.01%
+112,265
169
$2.99M 0.01%
48,923
-4,724
170
$2.96M 0.01%
31,045
-20,805
171
$2.93M 0.01%
51,799
-3,496
172
$2.91M 0.01%
101,473
+10,021
173
$2.85M 0.01%
22,301
+2,256
174
$2.84M 0.01%
32,328
+2,741
175
$2.82M 0.01%
45,318
+5,340
5 6
7
8 9