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
326
$145K 0.01%
1,205
+20
327
$145K 0.01%
2,990
+384
328
$144K 0.01%
11,900
+2,250
329
$144K 0.01%
3,508
+930
330
$144K 0.01%
3,466
+932
331
$143K 0.01%
7,014
+710
332
$142K 0.01%
5,465
+1,876
333
$141K 0.01%
4,552
+2,049
334
$140K 0.01%
1,120
+9
335
$139K 0.01%
4,394
+1,386
336
$138K 0.01%
3,410
+876
337
$138K 0.01%
3,136
+1,126
338
$137K 0.01%
2,032
+521
339
$136K 0.01%
1,399
+137
340
$136K 0.01%
1,304
+89
341
$135K 0.01%
6,502
+2,022
342
$135K 0.01%
4,790
+1,228
343
$135K 0.01%
5,656
-864
344
$135K 0.01%
676
+177
345
$133K 0.01%
1,836
-186
346
$133K 0.01%
627
-66
347
$133K 0.01%
1,988
-632
348
$133K 0.01%
2,009
+266
349
$132K 0.01%
1,609
+1,118
350
$132K 0.01%
1,776
-354
12 13
14
15 16