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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 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
166
+148
777
$12K ﹤0.01%
642
+216
778
$12K ﹤0.01%
434
+213
779
$12K ﹤0.01%
251
+112
780
$12K ﹤0.01%
167
+94
781
$12K ﹤0.01%
314
-44
782
$12K ﹤0.01%
1,177
+707
783
$12K ﹤0.01%
+500
784
$12K ﹤0.01%
380
+49
785
$12K ﹤0.01%
508
+390
786
$12K ﹤0.01%
+510
787
$12K ﹤0.01%
468
+212
788
$12K ﹤0.01%
322
+119
789
$12K ﹤0.01%
212
+124
790
$12K ﹤0.01%
301
+261
791
$12K ﹤0.01%
564
+379
792
$12K ﹤0.01%
80
+62
793
$12K ﹤0.01%
137
-56
794
$11K ﹤0.01%
237
+182
795
$11K ﹤0.01%
318
+192
796
$11K ﹤0.01%
186
+141
797
$11K ﹤0.01%
131
+121
798
$11K ﹤0.01%
+410
799
$11K ﹤0.01%
290
+144
800
$11K ﹤0.01%
100
+36
30 31
32
33 34