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
626
$21K ﹤0.01%
+400
627
$20K ﹤0.01%
208
+175
628
$20K ﹤0.01%
341
+276
629
$20K ﹤0.01%
+515
630
$20K ﹤0.01%
+559
631
$20K ﹤0.01%
+464
632
$20K ﹤0.01%
+577
633
$20K ﹤0.01%
+670
634
$20K ﹤0.01%
+628
635
$20K ﹤0.01%
371
+272
636
$20K ﹤0.01%
287
+145
637
$20K ﹤0.01%
557
+272
638
$20K ﹤0.01%
240
+118
639
$20K ﹤0.01%
1,422
+860
640
$20K ﹤0.01%
15
641
$19K ﹤0.01%
204
+45
642
$19K ﹤0.01%
1,038
-92
643
$19K ﹤0.01%
553
+222
644
$19K ﹤0.01%
423
+301
645
$19K ﹤0.01%
276
+102
646
$19K ﹤0.01%
+877
647
$19K ﹤0.01%
556
+324
648
$19K ﹤0.01%
658
+404
649
$19K ﹤0.01%
308
+259
650
$19K ﹤0.01%
43
+35
24 25
26
27 28