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
176
$2.71M 0.01%
53,591
+907
177
$2.68M 0.01%
22,825
+410
178
$2.67M 0.01%
6,653
-47
179
$2.66M 0.01%
97,342
+4,516
180
$2.65M 0.01%
59,107
+8,994
181
$2.61M 0.01%
26,046
+227
182
$2.6M 0.01%
24,370
+4,080
183
$2.59M 0.01%
74,212
-1,191
184
$2.56M 0.01%
6,077
+1,204
185
$2.55M 0.01%
35,666
+2,662
186
$2.55M 0.01%
103,649
+10,931
187
$2.44M 0.01%
41,485
+7,762
188
$2.42M 0.01%
81,114
-1,751
189
$2.34M 0.01%
45,011
+19,905
190
$2.3M 0.01%
21,654
+2,205
191
$2.28M 0.01%
30,171
+1,533
192
$2.26M 0.01%
23,742
+10,917
193
$2.25M 0.01%
33,478
+16,833
194
$2.25M 0.01%
32,923
-27,587
195
$2.21M 0.01%
65,554
+29,634
196
$2.21M 0.01%
79,708
-3,140
197
$2.17M 0.01%
90,453
+44,574
198
$2.14M 0.01%
80,523
+1,348
199
$2.12M 0.01%
35,869
+15,629
200
$2.11M 0.01%
64,446
+12,868
6 7
8
9 10