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
426
$87K ﹤0.01%
1,533
+86
427
$86K ﹤0.01%
6,492
+3,603
428
$86K ﹤0.01%
1,366
+41
429
$84K ﹤0.01%
717
+111
430
$84K ﹤0.01%
1,134
-1,020
431
$83K ﹤0.01%
2,631
-197
432
$83K ﹤0.01%
4,677
-719
433
$82K ﹤0.01%
2,501
-458
434
$82K ﹤0.01%
1,111
-580
435
$81K ﹤0.01%
1,049
+136
436
$81K ﹤0.01%
2,935
+1,034
437
$80K ﹤0.01%
4,048
-3,432
438
$80K ﹤0.01%
2,763
+143
439
$80K ﹤0.01%
1,692
+64
440
$80K ﹤0.01%
2,025
-527
441
$79K ﹤0.01%
1,248
-173
442
$79K ﹤0.01%
1,344
+248
443
$79K ﹤0.01%
3,367
+1,504
444
$78K ﹤0.01%
998
+82
445
$77K ﹤0.01%
2,499
-203
446
$77K ﹤0.01%
1,338
-7
447
$76K ﹤0.01%
572
+311
448
$76K ﹤0.01%
2,386
+442
449
$75K ﹤0.01%
296
+114
450
$74K ﹤0.01%
988
-264
16 17
18
19 20