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
351
$131K 0.01%
2,280
-2,495
352
$131K 0.01%
1,126
+169
353
$131K 0.01%
3,621
-319
354
$131K 0.01%
2,837
-1,584
355
$130K 0.01%
991
-172
356
$130K 0.01%
180
-5
357
$129K 0.01%
2,804
+115
358
$128K 0.01%
1,466
+3
359
$126K 0.01%
1,161
-86
360
$125K 0.01%
2,254
-477
361
$124K 0.01%
716
+158
362
$122K 0.01%
3,804
+322
363
$121K 0.01%
3,613
-908
364
$120K ﹤0.01%
+7,844
365
$120K ﹤0.01%
2,465
+574
366
$119K ﹤0.01%
1,508
+191
367
$118K ﹤0.01%
1,336
+1,290
368
$118K ﹤0.01%
3,192
-155
369
$118K ﹤0.01%
2,103
+376
370
$116K ﹤0.01%
11,227
+2,052
371
$116K ﹤0.01%
1,643
-168
372
$116K ﹤0.01%
1,053
+99
373
$115K ﹤0.01%
1,860
-79
374
$114K ﹤0.01%
7,880
+184
375
$114K ﹤0.01%
5,041
-413
13 14
15
16 17