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
451
$73K ﹤0.01%
2,084
-932
452
$73K ﹤0.01%
1,045
-180
453
$73K ﹤0.01%
2,116
-1,591
454
$73K ﹤0.01%
2,695
+363
455
$72K ﹤0.01%
1,444
+372
456
$72K ﹤0.01%
609
+10
457
$71K ﹤0.01%
14,511
+1,179
458
$71K ﹤0.01%
1,632
+317
459
$71K ﹤0.01%
299
+54
460
$71K ﹤0.01%
871
+194
461
$70K ﹤0.01%
803
+111
462
$69K ﹤0.01%
486
+35
463
$68K ﹤0.01%
1,591
+923
464
$68K ﹤0.01%
1,189
-3,078
465
$68K ﹤0.01%
+1,353
466
$67K ﹤0.01%
2,105
-93
467
$67K ﹤0.01%
8,835
+3,615
468
$65K ﹤0.01%
1,426
-1,836
469
$65K ﹤0.01%
1,988
-5,458
470
$65K ﹤0.01%
1,598
+579
471
$65K ﹤0.01%
768
+504
472
$64K ﹤0.01%
1,668
-868
473
$64K ﹤0.01%
1,283
-1,459
474
$64K ﹤0.01%
+1,258
475
$64K ﹤0.01%
1,213
-361
17 18
19
20 21