Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+2.27%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$1.73B
AUM Growth
+$1.73B
(+51%)
Cap. Flow
+$559M
Cap. Flow
% of AUM
32.36%
Top 10 Holdings %
Top 10 Hldgs %
85.15%
Holding
38
New
1
Increased
27
Reduced
4
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$194M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$75.1M |
| 3 |
Vanguard Value ETF
VTV
|
$69.9M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$62M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$45.3M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$19.5M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$953K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$841K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$163K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$106K |
