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
526
$38K ﹤0.01%
477
+326
527
$38K ﹤0.01%
657
+70
528
$38K ﹤0.01%
1,147
+480
529
$37K ﹤0.01%
661
+387
530
$37K ﹤0.01%
916
+118
531
$37K ﹤0.01%
344
+267
532
$37K ﹤0.01%
507
+72
533
$36K ﹤0.01%
+1,195
534
$35K ﹤0.01%
1,180
+1,000
535
$35K ﹤0.01%
417
+132
536
$35K ﹤0.01%
461
+295
537
$34K ﹤0.01%
776
-23
538
$34K ﹤0.01%
371
-180
539
$33K ﹤0.01%
587
+295
540
$33K ﹤0.01%
447
+254
541
$33K ﹤0.01%
184
+152
542
$33K ﹤0.01%
842
+704
543
$33K ﹤0.01%
403
+287
544
$32K ﹤0.01%
479
+361
545
$32K ﹤0.01%
831
+694
546
$32K ﹤0.01%
342
-30
547
$32K ﹤0.01%
1,673
-581
548
$32K ﹤0.01%
645
+535
549
$32K ﹤0.01%
296
+166
550
$32K ﹤0.01%
630
+358
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