W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$50.3M
2
+$49.6M
3
+$48.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$43.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$38.7M

Top Sells

1
+$19.3M
2
+$6.01M
3
+$4.46M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$726K
5
VZ icon
Verizon
VZ
+$570K

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%
615
+394
555
$30K ﹤0.01%
991
+186
556
$30K ﹤0.01%
1,525
+818
557
$30K ﹤0.01%
577
-97
558
$30K ﹤0.01%
463
+376
559
$30K ﹤0.01%
89
+58
560
$30K ﹤0.01%
13,680
+240
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%
811
+450
21 22
23
24 25