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
51
$1.14M 0.05%
21,176
+9,498
52
$1.14M 0.05%
7,318
+2,135
53
$1.11M 0.05%
16,530
+7,256
54
$1.07M 0.04%
16,070
+4,684
55
$1.06M 0.04%
5,085
+1,192
56
$1.03M 0.04%
25,681
+4,831
57
$1.03M 0.04%
12,405
+1,658
58
$1M 0.04%
32,934
+6,538
59
$989K 0.04%
11,318
+3,259
60
$987K 0.04%
15,967
+5,032
61
$942K 0.04%
24,273
+4,196
62
$930K 0.04%
18,944
+5,861
63
$928K 0.04%
23,666
+10,087
64
$870K 0.04%
9,306
+3,606
65
$847K 0.03%
15,794
+5,860
66
$828K 0.03%
5,394
+864
67
$808K 0.03%
5,703
+2,505
68
$798K 0.03%
6,182
+1,313
69
$789K 0.03%
19,173
+14,896
70
$787K 0.03%
9,134
+2,140
71
$780K 0.03%
15,945
+988
72
$778K 0.03%
9,175
+5,996
73
$774K 0.03%
4,163
+524
74
$771K 0.03%
7,989
+4,491
75
$767K 0.03%
8,088
+7,962
1 2
3
4 5