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
301
$162K 0.01%
2,348
-106
302
$161K 0.01%
2,889
-276
303
$160K 0.01%
6,861
+1,209
304
$159K 0.01%
9,750
-384
305
$159K 0.01%
3,093
+190
306
$159K 0.01%
1,402
-489
307
$158K 0.01%
6,789
+323
308
$158K 0.01%
764
+81
309
$158K 0.01%
2,684
+165
310
$158K 0.01%
8,785
+3,650
311
$156K 0.01%
1,424
+296
312
$154K 0.01%
1,916
-419
313
$154K 0.01%
3,453
+704
314
$153K 0.01%
13,524
+1,389
315
$153K 0.01%
5,205
+1,649
316
$152K 0.01%
7,873
-1,284
317
$149K 0.01%
1,649
-1,100
318
$148K 0.01%
1,222
-81
319
$148K 0.01%
3,065
+1,471
320
$147K 0.01%
2,677
+213
321
$147K 0.01%
4,994
+1,078
322
$147K 0.01%
3,246
+1,744
323
$146K 0.01%
7,582
-1,270
324
$146K 0.01%
2,527
-313
325
$146K 0.01%
766
+182
11 12
13
14 15