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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 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$19K ﹤0.01%
131
+121
652
$19K ﹤0.01%
465
+267
653
$19K ﹤0.01%
252
+203
654
$19K ﹤0.01%
470
+168
655
$19K ﹤0.01%
357
+144
656
$19K ﹤0.01%
+2,400
657
$18K ﹤0.01%
180
+145
658
$18K ﹤0.01%
204
+130
659
$18K ﹤0.01%
269
+223
660
$18K ﹤0.01%
343
+269
661
$18K ﹤0.01%
158
+33
662
$18K ﹤0.01%
+273
663
$18K ﹤0.01%
243
+101
664
$18K ﹤0.01%
+1,028
665
$18K ﹤0.01%
194
+126
666
$18K ﹤0.01%
290
+124
667
$18K ﹤0.01%
+5
668
$18K ﹤0.01%
501
+312
669
$18K ﹤0.01%
241
+94
670
$18K ﹤0.01%
1,034
+678
671
$18K ﹤0.01%
3,530
+3,093
672
$18K ﹤0.01%
460
+373
673
$18K ﹤0.01%
223
+83
674
$18K ﹤0.01%
111
+67
675
$17K ﹤0.01%
257
+189
25 26
27
28 29