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
701
$16K ﹤0.01%
123
+66
702
$16K ﹤0.01%
+725
703
$16K ﹤0.01%
292
-216
704
$16K ﹤0.01%
+760
705
$16K ﹤0.01%
254
+59
706
$16K ﹤0.01%
1,148
+960
707
$16K ﹤0.01%
414
+53
708
$16K ﹤0.01%
7
-1
709
$16K ﹤0.01%
354
+220
710
$16K ﹤0.01%
237
+79
711
$16K ﹤0.01%
431
+328
712
$16K ﹤0.01%
+925
713
$16K ﹤0.01%
251
+217
714
$15K ﹤0.01%
136
+119
715
$15K ﹤0.01%
197
+171
716
$15K ﹤0.01%
717
+522
717
$15K ﹤0.01%
241
+135
718
$15K ﹤0.01%
318
+45
719
$15K ﹤0.01%
413
-1,133
720
$15K ﹤0.01%
229
+156
721
$15K ﹤0.01%
151
+41
722
$15K ﹤0.01%
136
+102
723
$15K ﹤0.01%
32
+5
724
$15K ﹤0.01%
1,221
+757
725
$15K ﹤0.01%
233
+73
27 28
29
30 31