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
751
$13K ﹤0.01%
620
+370
752
$13K ﹤0.01%
434
+238
753
$13K ﹤0.01%
+1,500
754
$13K ﹤0.01%
644
+386
755
$13K ﹤0.01%
916
-3,152
756
$13K ﹤0.01%
443
+204
757
$13K ﹤0.01%
274
+207
758
$13K ﹤0.01%
232
+148
759
$13K ﹤0.01%
550
+478
760
$13K ﹤0.01%
396
+296
761
$13K ﹤0.01%
436
+348
762
$13K ﹤0.01%
692
+189
763
$13K ﹤0.01%
336
+197
764
$13K ﹤0.01%
+109
765
$13K ﹤0.01%
366
+158
766
$13K ﹤0.01%
569
+189
767
$13K ﹤0.01%
177
+152
768
$13K ﹤0.01%
297
+149
769
$13K ﹤0.01%
509
+116
770
$13K ﹤0.01%
88
+69
771
$13K ﹤0.01%
349
+269
772
$12K ﹤0.01%
179
+71
773
$12K ﹤0.01%
166
+148
774
$12K ﹤0.01%
642
+216
775
$12K ﹤0.01%
434
+213
29 30
31
32 33