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
176
$2.29M 0.01%
82,848
+15,429
177
$2.24M 0.01%
20,290
-1,250
178
$2.23M 0.01%
98,990
-1,635
179
$2.21M 0.01%
79,329
+34,710
180
$2.18M 0.01%
33,723
+615
181
$2.11M 0.01%
28,997
+201
182
$2.1M 0.01%
19,449
+391
183
$2.1M 0.01%
4,873
+355
184
$2.03M ﹤0.01%
39,714
+5,660
185
$2.02M ﹤0.01%
70,113
+6,223
186
$2.02M ﹤0.01%
11,264
-186
187
$1.97M ﹤0.01%
39,913
+5,490
188
$1.95M ﹤0.01%
27,000
-825
189
$1.92M ﹤0.01%
63,483
+10,738
190
$1.91M ﹤0.01%
39,238
+524
191
$1.88M ﹤0.01%
46,636
-3,412
192
$1.85M ﹤0.01%
30,113
+1,636
193
$1.85M ﹤0.01%
17,250
-593
194
$1.83M ﹤0.01%
51,578
+24,957
195
$1.8M ﹤0.01%
48,142
+5,872
196
$1.77M ﹤0.01%
+4,539
197
$1.76M ﹤0.01%
47,253
+23,575
198
$1.7M ﹤0.01%
6,995
+484
199
$1.68M ﹤0.01%
46,219
+13,975
200
$1.63M ﹤0.01%
75,728
-1,012
6 7
8
9 10