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
376
$114K ﹤0.01%
2,184
+532
377
$112K ﹤0.01%
3,135
+544
378
$112K ﹤0.01%
1,253
-10
379
$111K ﹤0.01%
863
+309
380
$110K ﹤0.01%
1,028
-297
381
$109K ﹤0.01%
1,017
+887
382
$109K ﹤0.01%
2,129
+388
383
$108K ﹤0.01%
4,212
+2,947
384
$108K ﹤0.01%
2,348
+89
385
$108K ﹤0.01%
2,443
+68
386
$107K ﹤0.01%
+1,342
387
$107K ﹤0.01%
3,565
+774
388
$105K ﹤0.01%
1,999
+145
389
$104K ﹤0.01%
3,141
-1,151
390
$103K ﹤0.01%
1,640
-62
391
$103K ﹤0.01%
986
+641
392
$102K ﹤0.01%
2,104
+121
393
$101K ﹤0.01%
+3,700
394
$101K ﹤0.01%
2,083
+130
395
$100K ﹤0.01%
2,607
-1,330
396
$100K ﹤0.01%
1,903
+175
397
$99K ﹤0.01%
2,236
+403
398
$98K ﹤0.01%
2,067
+614
399
$98K ﹤0.01%
6,057
+1,584
400
$97K ﹤0.01%
2,127
+316
14 15
16
17 18