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
State Street Energy Select Sector SPDR ETF
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
551
$32K ﹤0.01%
365
+94
552
$32K ﹤0.01%
675
+482
553
$32K ﹤0.01%
527
+447
554
$30K ﹤0.01%
991
+186
555
$30K ﹤0.01%
1,525
+818
556
$30K ﹤0.01%
577
-97
557
$30K ﹤0.01%
463
+376
558
$30K ﹤0.01%
89
+58
559
$30K ﹤0.01%
13,680
+240
560
$30K ﹤0.01%
615
+394
561
$29K ﹤0.01%
997
+867
562
$29K ﹤0.01%
294
-5
563
$29K ﹤0.01%
380
-267
564
$28K ﹤0.01%
412
+49
565
$28K ﹤0.01%
599
+416
566
$28K ﹤0.01%
538
+444
567
$28K ﹤0.01%
440
+380
568
$28K ﹤0.01%
1,526
-4,423
569
$28K ﹤0.01%
1,818
+1,089
570
$27K ﹤0.01%
219
+5
571
$27K ﹤0.01%
881
+452
572
$27K ﹤0.01%
157
+91
573
$27K ﹤0.01%
404
+204
574
$27K ﹤0.01%
787
+555
575
$26K ﹤0.01%
646
+504
21 22
23
24 25