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
701
$16K ﹤0.01%
254
+59
702
$16K ﹤0.01%
1,148
+960
703
$16K ﹤0.01%
414
+53
704
$16K ﹤0.01%
7
-1
705
$16K ﹤0.01%
354
+220
706
$16K ﹤0.01%
237
+79
707
$16K ﹤0.01%
240
+185
708
$16K ﹤0.01%
434
+258
709
$16K ﹤0.01%
183
+111
710
$16K ﹤0.01%
580
+465
711
$16K ﹤0.01%
445
+364
712
$16K ﹤0.01%
+307
713
$16K ﹤0.01%
272
+241
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