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
676
$17K ﹤0.01%
257
+189
677
$17K ﹤0.01%
372
+228
678
$17K ﹤0.01%
1,049
-157
679
$17K ﹤0.01%
172
+53
680
$17K ﹤0.01%
218
+137
681
$17K ﹤0.01%
297
-393
682
$17K ﹤0.01%
309
-110
683
$17K ﹤0.01%
288
+21
684
$17K ﹤0.01%
873
+750
685
$17K ﹤0.01%
127
+78
686
$17K ﹤0.01%
213
+128
687
$17K ﹤0.01%
119
-19
688
$17K ﹤0.01%
212
+195
689
$17K ﹤0.01%
1,822
+733
690
$17K ﹤0.01%
228
+143
691
$17K ﹤0.01%
482
+409
692
$16K ﹤0.01%
240
+185
693
$16K ﹤0.01%
434
+258
694
$16K ﹤0.01%
183
+111
695
$16K ﹤0.01%
552
+443
696
$16K ﹤0.01%
445
+364
697
$16K ﹤0.01%
+307
698
$16K ﹤0.01%
272
+241
699
$16K ﹤0.01%
334
+174
700
$16K ﹤0.01%
2,130
+1,075
26 27
28
29 30