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
576
$26K ﹤0.01%
646
+504
577
$26K ﹤0.01%
240
+173
578
$26K ﹤0.01%
849
+452
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%
455
-1,161
588
$24K ﹤0.01%
650
589
$24K ﹤0.01%
+1,320
590
$24K ﹤0.01%
181
+49
591
$24K ﹤0.01%
641
+151
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%
996
-64
600
$23K ﹤0.01%
178
+29
22 23
24
25 26