We are live on ! Find out more
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 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
317
+103
802
$11K ﹤0.01%
+220
803
$11K ﹤0.01%
199
+145
804
$11K ﹤0.01%
180
+83
805
$11K ﹤0.01%
185
-25
806
$11K ﹤0.01%
+367
807
$11K ﹤0.01%
170
+89
808
$11K ﹤0.01%
+426
809
$11K ﹤0.01%
188
+108
810
$11K ﹤0.01%
192
+86
811
$11K ﹤0.01%
340
+46
812
$11K ﹤0.01%
351
+200
813
$11K ﹤0.01%
196
+101
814
$11K ﹤0.01%
198
+170
815
$11K ﹤0.01%
180
+118
816
$10K ﹤0.01%
183
+32
817
$10K ﹤0.01%
453
+29
818
$10K ﹤0.01%
+181
819
$10K ﹤0.01%
109
+87
820
$10K ﹤0.01%
205
-4
821
$10K ﹤0.01%
88
+60
822
$10K ﹤0.01%
81
+54
823
$10K ﹤0.01%
179
+147
824
$10K ﹤0.01%
143
+30
825
$10K ﹤0.01%
232
+44
31 32
33
34 35