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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
826
$10K ﹤0.01%
1,124
+936
827
$10K ﹤0.01%
364
+313
828
$10K ﹤0.01%
159
+8
829
$10K ﹤0.01%
233
+179
830
$10K ﹤0.01%
285
+167
831
$10K ﹤0.01%
182
+74
832
$10K ﹤0.01%
366
+290
833
$10K ﹤0.01%
140
+77
834
$10K ﹤0.01%
54
+49
835
$10K ﹤0.01%
622
+284
836
$10K ﹤0.01%
238
-53
837
$10K ﹤0.01%
188
+154
838
$10K ﹤0.01%
147
+140
839
$10K ﹤0.01%
110
+94
840
$10K ﹤0.01%
151
+112
841
$10K ﹤0.01%
125
+81
842
$10K ﹤0.01%
212
-109
843
$10K ﹤0.01%
280
+203
844
$10K ﹤0.01%
209
+139
845
$10K ﹤0.01%
+205
846
$10K ﹤0.01%
220
+59
847
$10K ﹤0.01%
266
+192
848
$10K ﹤0.01%
412
+152
849
$10K ﹤0.01%
181
+64
850
$10K ﹤0.01%
173
+58
32 33
34
35 36