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
176
$1.43M ﹤0.01%
25,781
-579
177
$1.41M ﹤0.01%
39,471
+3,972
178
$1.39M ﹤0.01%
15,110
+1,553
179
$1.35M ﹤0.01%
18,477
+1,080
180
$1.33M ﹤0.01%
48,858
+39,474
181
$1.32M ﹤0.01%
41,721
+6,797
182
$1.28M ﹤0.01%
24,540
+172
183
$1.27M ﹤0.01%
37,294
+15,530
184
$1.25M ﹤0.01%
54,362
+4,456
185
$1.24M ﹤0.01%
42,100
+475
186
$1.22M ﹤0.01%
3,624
-159
187
$1.2M ﹤0.01%
20,885
+5,021
188
$1.19M ﹤0.01%
12,500
+251
189
$1.17M ﹤0.01%
12,355
+331
190
$1.13M ﹤0.01%
37,911
-16,249
191
$1.11M ﹤0.01%
43,478
+16,231
192
$1.1M ﹤0.01%
21,565
+849
193
$1.07M ﹤0.01%
11,696
+1,011
194
$1.07M ﹤0.01%
3,734
-68
195
$1.07M ﹤0.01%
10,284
+1,365
196
$1.06M ﹤0.01%
39,169
-2,202
197
$1.05M ﹤0.01%
13,812
+3,759
198
$1.04M ﹤0.01%
31,154
-1,700
199
$1.04M ﹤0.01%
22,773
+8,714
200
$1.02M ﹤0.01%
4,859
+1,900
6 7
8
9 10