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
776
$12K ﹤0.01%
468
+212
777
$12K ﹤0.01%
322
+119
778
$12K ﹤0.01%
212
+124
779
$12K ﹤0.01%
301
+261
780
$12K ﹤0.01%
564
+379
781
$12K ﹤0.01%
251
+112
782
$12K ﹤0.01%
167
+94
783
$12K ﹤0.01%
314
-44
784
$12K ﹤0.01%
1,177
+707
785
$12K ﹤0.01%
249
+151
786
$12K ﹤0.01%
80
+62
787
$12K ﹤0.01%
+500
788
$12K ﹤0.01%
137
-56
789
$12K ﹤0.01%
380
+49
790
$12K ﹤0.01%
508
+390
791
$12K ﹤0.01%
493
+462
792
$12K ﹤0.01%
+510
793
$12K ﹤0.01%
156
+117
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