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
726
$15K ﹤0.01%
238
+126
727
$15K ﹤0.01%
102
+50
728
$14K ﹤0.01%
790
+390
729
$14K ﹤0.01%
170
+116
730
$14K ﹤0.01%
218
+114
731
$14K ﹤0.01%
273
+240
732
$14K ﹤0.01%
250
+178
733
$14K ﹤0.01%
158
+58
734
$14K ﹤0.01%
+1,250
735
$14K ﹤0.01%
1,680
+1,070
736
$14K ﹤0.01%
22
+17
737
$14K ﹤0.01%
144
+115
738
$14K ﹤0.01%
241
+212
739
$14K ﹤0.01%
294
+116
740
$14K ﹤0.01%
393
+277
741
$14K ﹤0.01%
132
+126
742
$14K ﹤0.01%
461
+303
743
$14K ﹤0.01%
884
-145
744
$14K ﹤0.01%
2,269
-31
745
$14K ﹤0.01%
320
+127
746
$14K ﹤0.01%
673
+119
747
$13K ﹤0.01%
253
+98
748
$13K ﹤0.01%
88
+69
749
$13K ﹤0.01%
349
+269
750
$13K ﹤0.01%
448
+254
28 29
30
31 32