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 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10K ﹤0.01%
280
+203
827
$10K ﹤0.01%
209
+139
828
$10K ﹤0.01%
+205
829
$10K ﹤0.01%
220
+59
830
$10K ﹤0.01%
266
+192
831
$10K ﹤0.01%
109
+87
832
$10K ﹤0.01%
205
-4
833
$10K ﹤0.01%
88
+60
834
$10K ﹤0.01%
81
+54
835
$10K ﹤0.01%
179
+147
836
$10K ﹤0.01%
412
+152
837
$10K ﹤0.01%
181
+64
838
$10K ﹤0.01%
173
+58
839
$10K ﹤0.01%
204
+178
840
$10K ﹤0.01%
152
+52
841
$10K ﹤0.01%
140
+117
842
$10K ﹤0.01%
143
+30
843
$10K ﹤0.01%
232
+44
844
$10K ﹤0.01%
1,124
+936
845
$10K ﹤0.01%
206
+93
846
$10K ﹤0.01%
214
+158
847
$10K ﹤0.01%
257
+161
848
$10K ﹤0.01%
364
+313
849
$10K ﹤0.01%
159
+8
850
$10K ﹤0.01%
233
+179
32 33
34
35 36