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
801
$11K ﹤0.01%
199
+145
802
$11K ﹤0.01%
180
+83
803
$11K ﹤0.01%
185
-25
804
$11K ﹤0.01%
+367
805
$11K ﹤0.01%
170
+89
806
$11K ﹤0.01%
+426
807
$11K ﹤0.01%
188
+108
808
$11K ﹤0.01%
192
+86
809
$11K ﹤0.01%
340
+46
810
$11K ﹤0.01%
351
+200
811
$11K ﹤0.01%
196
+101
812
$11K ﹤0.01%
198
+170
813
$11K ﹤0.01%
237
+182
814
$11K ﹤0.01%
318
+192
815
$11K ﹤0.01%
180
+118
816
$10K ﹤0.01%
54
+49
817
$10K ﹤0.01%
622
+284
818
$10K ﹤0.01%
238
-53
819
$10K ﹤0.01%
188
+154
820
$10K ﹤0.01%
147
+140
821
$10K ﹤0.01%
183
+32
822
$10K ﹤0.01%
453
+29
823
$10K ﹤0.01%
366
+290
824
$10K ﹤0.01%
140
+77
825
$10K ﹤0.01%
+91
31 32
33
34 35