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
276
$188K 0.01%
2,448
+195
277
$187K 0.01%
3,788
+1,515
278
$186K 0.01%
2,646
+350
279
$186K 0.01%
2,697
-317
280
$185K 0.01%
4,995
+287
281
$184K 0.01%
4,955
+1,183
282
$182K 0.01%
2,294
+250
283
$182K 0.01%
1,309
-565
284
$180K 0.01%
2,277
+306
285
$178K 0.01%
3,214
-159
286
$175K 0.01%
1,370
+1,288
287
$175K 0.01%
5,833
+395
288
$171K 0.01%
2,014
+890
289
$171K 0.01%
3,637
-669
290
$169K 0.01%
3,442
+376
291
$168K 0.01%
2,300
+1,127
292
$167K 0.01%
5,370
+1,152
293
$167K 0.01%
8,950
+4,764
294
$166K 0.01%
4,030
+939
295
$166K 0.01%
1,465
+270
296
$165K 0.01%
2,366
-124
297
$165K 0.01%
1,164
+372
298
$164K 0.01%
3,836
+1,826
299
$164K 0.01%
4,527
+256
300
$163K 0.01%
1,311
+488
10 11
12
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