W

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 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K ﹤0.01%
218
+137
677
$17K ﹤0.01%
297
-393
678
$17K ﹤0.01%
297
+207
679
$17K ﹤0.01%
288
+21
680
$17K ﹤0.01%
873
+750
681
$17K ﹤0.01%
119
-19
682
$17K ﹤0.01%
257
+189
683
$17K ﹤0.01%
372
+228
684
$17K ﹤0.01%
1,049
-157
685
$17K ﹤0.01%
309
-110
686
$17K ﹤0.01%
127
+78
687
$17K ﹤0.01%
213
+128
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%
431
+328
693
$16K ﹤0.01%
+925
694
$16K ﹤0.01%
251
+217
695
$16K ﹤0.01%
334
+174
696
$16K ﹤0.01%
2,130
+1,075
697
$16K ﹤0.01%
123
+66
698
$16K ﹤0.01%
+725
699
$16K ﹤0.01%
292
-216
700
$16K ﹤0.01%
+760
26 27
28
29 30