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
$20.4B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$83.8M
3
+$68.5M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.2M

Top Sells

1
+$54.8M
2
+$39.7M
3
+$17.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.3M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.93B 19.29%
23,070,239
+376,725
2
$2.87B 14.08%
70,131,674
+3,066,554
3
$2.04B 10.02%
47,184,524
+545,883
4
$1.25B 6.12%
21,407,189
+1,439,320
5
$1.07B 5.26%
10,255,289
+515,935
6
$947M 4.65%
8,558,722
+605,079
7
$912M 4.48%
8,994,884
+254,647
8
$801M 3.93%
10,611,746
-234,398
9
$789M 3.87%
7,130,658
+192,672
10
$684M 3.36%
5,898,594
+590,477
11
$683M 3.35%
43,485,114
-3,491,406
12
$592M 2.91%
5,340,902
+359,665
13
$503M 2.47%
4,261,329
+446,697
14
$384M 1.88%
28,894,638
-2,993,724
15
$370M 1.82%
6,141,432
-35,854
16
$353M 1.73%
6,912,503
+412,815
17
$314M 1.54%
5,951,787
-271,113
18
$208M 1.02%
4,012,484
-176,931
19
$163M 0.8%
2,013,509
-453
20
$159M 0.78%
1,802,741
-54,454
21
$150M 0.74%
2,957,343
+601,678
22
$134M 0.66%
7,708,038
+165,639
23
$119M 0.59%
1,202,096
+10,144
24
$110M 0.54%
1,623,222
+88,227
25
$89M 0.44%
1,390,634
+106,676
1
2 3 4 5