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
826
$10K ﹤0.01%
110
+94
827
$10K ﹤0.01%
151
+112
828
$10K ﹤0.01%
125
+81
829
$10K ﹤0.01%
212
-109
830
$10K ﹤0.01%
280
+203
831
$10K ﹤0.01%
209
+139
832
$10K ﹤0.01%
+205
833
$10K ﹤0.01%
220
+59
834
$10K ﹤0.01%
266
+192
835
$10K ﹤0.01%
+181
836
$10K ﹤0.01%
109
+87
837
$10K ﹤0.01%
205
-4
838
$10K ﹤0.01%
88
+60
839
$10K ﹤0.01%
81
+54
840
$10K ﹤0.01%
179
+147
841
$10K ﹤0.01%
412
+152
842
$10K ﹤0.01%
181
+64
843
$10K ﹤0.01%
173
+58
844
$10K ﹤0.01%
204
+178
845
$10K ﹤0.01%
191
+79
846
$10K ﹤0.01%
152
+52
847
$10K ﹤0.01%
140
+117
848
$10K ﹤0.01%
143
+30
849
$10K ﹤0.01%
232
+44
850
$10K ﹤0.01%
1,124
+936
32 33
34
35 36