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
601
$23K ﹤0.01%
169
+16
602
$23K ﹤0.01%
249
+198
603
$23K ﹤0.01%
186
+139
604
$23K ﹤0.01%
378
+248
605
$22K ﹤0.01%
666
+175
606
$22K ﹤0.01%
522
+165
607
$22K ﹤0.01%
258
+195
608
$22K ﹤0.01%
649
+105
609
$22K ﹤0.01%
1,165
-467
610
$22K ﹤0.01%
280
-65
611
$22K ﹤0.01%
+408
612
$22K ﹤0.01%
222
+163
613
$21K ﹤0.01%
339
+303
614
$21K ﹤0.01%
209
+163
615
$21K ﹤0.01%
307
+268
616
$21K ﹤0.01%
+879
617
$21K ﹤0.01%
870
+570
618
$21K ﹤0.01%
1,188
619
$21K ﹤0.01%
499
+188
620
$21K ﹤0.01%
124
+88
621
$21K ﹤0.01%
+1,474
622
$21K ﹤0.01%
1,020
+624
623
$21K ﹤0.01%
1,650
+1,597
624
$21K ﹤0.01%
827
+418
625
$21K ﹤0.01%
700
+467
23 24
25
26 27