W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$48.1M
3
+$47.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$41.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$36.7M

Top Sells

1
+$19.5M
2
+$5.72M
3
+$4.42M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$562K

Sector Composition

1 Communication Services 2.26%
2 Financials 1.31%
3 Healthcare 1.18%
4 Technology 1.02%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.01%
2,593
-171
227
$237K 0.01%
3,384
-213
228
$237K 0.01%
9,990
+492
229
$235K 0.01%
3,029
+592
230
$230K 0.01%
3,726
-198
231
$229K 0.01%
6,037
-130
232
$228K 0.01%
3,473
-455
233
$228K 0.01%
8,598
+2,558
234
$226K 0.01%
3,241
+185
235
$225K 0.01%
3,023
-33
236
$225K 0.01%
8,772
-58
237
$224K 0.01%
1,400
-31
238
$224K 0.01%
5,962
-1,092
239
$223K 0.01%
2,916
+82
240
$222K 0.01%
2,034
+55
241
$222K 0.01%
4,492
-646
242
$220K 0.01%
12,292
+1,700
243
$220K 0.01%
1,290
+425
244
$219K 0.01%
2,419
+1,294
245
$219K 0.01%
2,081
+516
246
$218K 0.01%
3,753
+819
247
$216K 0.01%
4,212
+1,362
248
$215K 0.01%
2,332
+44
249
$214K 0.01%
978
+92
250
$214K 0.01%
3,608
+510
8 9
10
11 12