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
251
$213K 0.01%
4,019
-327
252
$213K 0.01%
1,339
+126
253
$212K 0.01%
1,151
+88
254
$211K 0.01%
3,109
+543
255
$209K 0.01%
2,014
-119
256
$207K 0.01%
11,353
-898
257
$207K 0.01%
5,290
-255
258
$206K 0.01%
25,320
+5,190
259
$204K 0.01%
3,954
-695
260
$202K 0.01%
3,016
+627
261
$202K 0.01%
1,659
-45
262
$200K 0.01%
1,886
-372
263
$199K 0.01%
3,690
+1,044
264
$199K 0.01%
4,767
+350
265
$198K 0.01%
2,604
+164
266
$197K 0.01%
3,098
+296
267
$195K 0.01%
4,967
-605
268
$195K 0.01%
4,350
+866
269
$194K 0.01%
8,670
-336
270
$193K 0.01%
3,766
+236
271
$193K 0.01%
384,080
+78,280
272
$193K 0.01%
2,171
+472
273
$190K 0.01%
10,714
+2,098
274
$190K 0.01%
2,544
+896
275
$190K 0.01%
1,422
-179
9 10
11
12 13