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
851
$10K ﹤0.01%
285
+167
852
$10K ﹤0.01%
182
+74
853
$10K ﹤0.01%
366
+290
854
$10K ﹤0.01%
140
+77
855
$10K ﹤0.01%
+91
856
$10K ﹤0.01%
110
+94
857
$10K ﹤0.01%
151
+112
858
$10K ﹤0.01%
125
+81
859
$9K ﹤0.01%
446
+106
860
$9K ﹤0.01%
210
+73
861
$9K ﹤0.01%
305
+221
862
$9K ﹤0.01%
176
+174
863
$9K ﹤0.01%
59
+39
864
$9K ﹤0.01%
166
-49
865
$9K ﹤0.01%
538
-387
866
$9K ﹤0.01%
177
+150
867
$9K ﹤0.01%
475
+122
868
$9K ﹤0.01%
+332
869
$9K ﹤0.01%
545
+409
870
$9K ﹤0.01%
222
+92
871
$9K ﹤0.01%
151
+79
872
$9K ﹤0.01%
232
+191
873
$9K ﹤0.01%
+107
874
$9K ﹤0.01%
555
+399
875
$9K ﹤0.01%
116
+107
33 34
35
36 37