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
751
$13K ﹤0.01%
620
+370
752
$13K ﹤0.01%
201
+9
753
$13K ﹤0.01%
434
+238
754
$13K ﹤0.01%
+1,500
755
$13K ﹤0.01%
644
+386
756
$13K ﹤0.01%
916
-3,152
757
$13K ﹤0.01%
443
+204
758
$13K ﹤0.01%
274
+207
759
$13K ﹤0.01%
232
+148
760
$13K ﹤0.01%
550
+478
761
$13K ﹤0.01%
396
+296
762
$13K ﹤0.01%
436
+348
763
$13K ﹤0.01%
692
+189
764
$13K ﹤0.01%
336
+197
765
$13K ﹤0.01%
+109
766
$13K ﹤0.01%
366
+158
767
$13K ﹤0.01%
569
+189
768
$13K ﹤0.01%
+410
769
$13K ﹤0.01%
177
+152
770
$13K ﹤0.01%
297
+149
771
$13K ﹤0.01%
509
+116
772
$12K ﹤0.01%
380
+49
773
$12K ﹤0.01%
508
+390
774
$12K ﹤0.01%
493
+462
775
$12K ﹤0.01%
156
+117
29 30
31
32 33