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
476
$63K ﹤0.01%
1,033
+331
477
$63K ﹤0.01%
1,560
-1,249
478
$62K ﹤0.01%
2,726
+1,097
479
$62K ﹤0.01%
1,560
-3
480
$61K ﹤0.01%
1,829
+374
481
$61K ﹤0.01%
3,006
+46
482
$61K ﹤0.01%
728
+51
483
$60K ﹤0.01%
2,745
+1,439
484
$60K ﹤0.01%
932
-221
485
$59K ﹤0.01%
2,611
+836
486
$59K ﹤0.01%
663
+198
487
$58K ﹤0.01%
363
+275
488
$58K ﹤0.01%
3,574
+1,902
489
$58K ﹤0.01%
1,576
+562
490
$57K ﹤0.01%
625
+387
491
$56K ﹤0.01%
2,094
+139
492
$56K ﹤0.01%
997
+719
493
$56K ﹤0.01%
1,870
+610
494
$56K ﹤0.01%
625
+222
495
$55K ﹤0.01%
+1,368
496
$55K ﹤0.01%
877
-1,165
497
$55K ﹤0.01%
5,180
+32
498
$54K ﹤0.01%
1,045
+272
499
$54K ﹤0.01%
1,856
-839
500
$53K ﹤0.01%
593
-266
18 19
20
21 22