Betterment LLC Portfolio holdings
AUM $42.2B
AUM
$42.2B
AUM Growth
+$206M (+0.5%)
Cap. Flow
+$479M
Cap. Flow % of AUM
1.14%
Top 10 Holdings %Top 10 Hldgs %
68.81%
Holding
472
New
28
Increased
265
Reduced
163
Closed
14
Top Buys
| 1 | $788M | |
| 2 | $196M | |
| 3 | $159M | |
| 4 | $150M | |
| 5 | $94.4M |
Top Sells
| 1 | $240M | |
| 2 | $181M | |
| 3 | $178M | |
| 4 | $126M | |
| 5 | $95.8M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Financials | 0.01% |
| 4 | Communication Services | 0.01% |
| 5 | Consumer Staples | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.24M | 0.01% | 71,946 +7,500 | +12% | +$233K | |||
| $2.17M | 0.01% | 22,741 -8,304 | -27% | -$791K | |||
| $2.04M | 0% | 41,884 +1,131 | +3% | +$55.1K | |||
| $2.02M | 0% | 21,788 -1,954 | -8% | -$181K | |||
| $2M | 0% | 28,048 +2,310 | +9% | +$164K | |||
| $1.98M | 0% | 18,691 +80 | +0.4% | +$8.48K | |||
| $1.95M | 0% | 64,702 +2,147 | +3% | +$64.6K | |||
| $1.94M | 0% | 11,265 +1,128 | +11% | +$194K | |||
| $1.86M | 0% | 16,703 -7,667 | -31% | -$852K | |||
| $1.82M | 0% | 52,202 +12,358 | +31% | +$431K | |||
| $1.81M | 0% | 22,974 +599 | +3% | +$47.3K | |||
| $1.81M | 0% | 37,372 -2,407 | -6% | -$116K | |||
| $1.79M | 0% | 30,340 +2,395 | +9% | +$141K | |||
| $1.74M | 0% | 48,210 +5,445 | +13% | +$196K | |||
| $1.72M | 0% | 10,080 -632 | -6% | -$108K | |||
| $1.71M | 0% | 37,084 +914 | +3% | +$42.1K | |||
| $1.7M | 0% | 20,749 -9,422 | -31% | -$770K | |||
| $1.69M | 0% | 26,546 +175 | +0.7% | +$11.2K | |||
| $1.58M | 0% | 22,152 +1,003 | +5% | +$71.6K | |||
| $1.58M | 0% | 63,565 +2,677 | +4% | +$66.5K | |||
| $1.58M | 0% | 5,473 +387 | +8% | +$112K | |||
| $1.55M | 0% | 5,720 -296 | -5% | -$80.2K | |||
| $1.55M | 0% | 30,066 +578 | +2% | +$29.8K | |||
| $1.55M | 0% | 31,086 -10,304 | -25% | -$512K | |||
| $1.54M | 0% | 35,589 +40 | +0.1% | +$1.73K |
