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
201
$1M ﹤0.01%
4,877
-1,019
202
$995K ﹤0.01%
17,707
-327
203
$993K ﹤0.01%
38,084
+400
204
$982K ﹤0.01%
8,652
-220
205
$944K ﹤0.01%
5,384
+21
206
$926K ﹤0.01%
+22,870
207
$920K ﹤0.01%
15,679
-3,184
208
$915K ﹤0.01%
37,314
-1,675
209
$907K ﹤0.01%
+38,653
210
$906K ﹤0.01%
3,344
-81
211
$906K ﹤0.01%
26,983
-488
212
$905K ﹤0.01%
3,016
+494
213
$867K ﹤0.01%
19,972
+1,162
214
$865K ﹤0.01%
9,667
-3,289
215
$864K ﹤0.01%
35,182
-1,607
216
$860K ﹤0.01%
9,567
+3,539
217
$851K ﹤0.01%
30,661
+3,602
218
$832K ﹤0.01%
23,849
219
$829K ﹤0.01%
12,044
+125
220
$802K ﹤0.01%
13,693
+2,663
221
$794K ﹤0.01%
12,735
+927
222
$789K ﹤0.01%
12,092
+465
223
$789K ﹤0.01%
13,733
+1,052
224
$782K ﹤0.01%
15,307
+2,129
225
$776K ﹤0.01%
+16,634
7 8
9
10 11