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
776
$12K ﹤0.01%
179
+71
777
$12K ﹤0.01%
+510
778
$12K ﹤0.01%
166
+148
779
$12K ﹤0.01%
642
+216
780
$12K ﹤0.01%
434
+213
781
$12K ﹤0.01%
468
+212
782
$12K ﹤0.01%
322
+119
783
$12K ﹤0.01%
212
+124
784
$12K ﹤0.01%
301
+261
785
$12K ﹤0.01%
564
+379
786
$12K ﹤0.01%
251
+112
787
$12K ﹤0.01%
167
+94
788
$12K ﹤0.01%
314
-44
789
$12K ﹤0.01%
1,177
+707
790
$12K ﹤0.01%
249
+151
791
$12K ﹤0.01%
80
+62
792
$12K ﹤0.01%
+500
793
$12K ﹤0.01%
137
-56
794
$11K ﹤0.01%
186
+141
795
$11K ﹤0.01%
131
+121
796
$11K ﹤0.01%
+410
797
$11K ﹤0.01%
290
+144
798
$11K ﹤0.01%
100
+36
799
$11K ﹤0.01%
317
+103
800
$11K ﹤0.01%
+220
30 31
32
33 34