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
26
$2.92M 0.12%
66,082
+26,210
27
$2.54M 0.1%
37,483
+16,983
28
$2.46M 0.1%
19,350
+12,194
29
$2.24M 0.09%
84,460
+11,560
30
$2.17M 0.09%
15,936
+857
31
$2.15M 0.09%
11,409
+11,218
32
$2.15M 0.09%
99,000
+52,900
33
$2.08M 0.09%
18,180
+6,605
34
$1.83M 0.08%
33,125
+4,249
35
$1.81M 0.07%
67,455
+47,375
36
$1.78M 0.07%
15,228
+5,848
37
$1.72M 0.07%
54,177
+13,596
38
$1.6M 0.07%
14,402
+3,501
39
$1.49M 0.06%
14,220
+3,955
40
$1.47M 0.06%
48,950
+15,104
41
$1.42M 0.06%
11,635
+1,989
42
$1.39M 0.06%
14,271
+490
43
$1.33M 0.05%
48,333
+1,875
44
$1.31M 0.05%
77,172
+50,091
45
$1.3M 0.05%
19,329
+10,021
46
$1.28M 0.05%
13,743
+925
47
$1.25M 0.05%
14,990
+4,589
48
$1.18M 0.05%
10,218
+823
49
$1.18M 0.05%
21,650
+9,962
50
$1.16M 0.05%
14,834
+1,145
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