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
576
$26K ﹤0.01%
240
+173
577
$26K ﹤0.01%
849
+452
578
$26K ﹤0.01%
811
+450
579
$26K ﹤0.01%
741
+540
580
$25K ﹤0.01%
1,720
+1,406
581
$25K ﹤0.01%
713
+137
582
$25K ﹤0.01%
1,520
+1,300
583
$25K ﹤0.01%
143
+68
584
$25K ﹤0.01%
485
+351
585
$25K ﹤0.01%
231
+132
586
$25K ﹤0.01%
265
+197
587
$24K ﹤0.01%
+1,320
588
$24K ﹤0.01%
181
+49
589
$24K ﹤0.01%
641
+151
590
$24K ﹤0.01%
455
-1,161
591
$24K ﹤0.01%
650
592
$24K ﹤0.01%
1,300
593
$24K ﹤0.01%
473
+18
594
$24K ﹤0.01%
1,365
+135
595
$24K ﹤0.01%
766
+33
596
$23K ﹤0.01%
+1,063
597
$23K ﹤0.01%
182
+34
598
$23K ﹤0.01%
266
+205
599
$23K ﹤0.01%
950
-61
600
$23K ﹤0.01%
178
+29
22 23
24
25 26