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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
676
$17K ﹤0.01%
372
+228
677
$17K ﹤0.01%
1,049
-157
678
$17K ﹤0.01%
172
+53
679
$17K ﹤0.01%
218
+137
680
$17K ﹤0.01%
297
-393
681
$17K ﹤0.01%
297
+207
682
$17K ﹤0.01%
309
-110
683
$17K ﹤0.01%
873
+750
684
$17K ﹤0.01%
127
+78
685
$17K ﹤0.01%
213
+128
686
$17K ﹤0.01%
119
-19
687
$17K ﹤0.01%
212
+195
688
$17K ﹤0.01%
1,822
+733
689
$17K ﹤0.01%
228
+143
690
$17K ﹤0.01%
482
+409
691
$17K ﹤0.01%
288
+21
692
$16K ﹤0.01%
+307
693
$16K ﹤0.01%
240
+185
694
$16K ﹤0.01%
434
+258
695
$16K ﹤0.01%
183
+111
696
$16K ﹤0.01%
580
+465
697
$16K ﹤0.01%
445
+364
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