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
876
$9K ﹤0.01%
340
+243
877
$9K ﹤0.01%
228
+191
878
$9K ﹤0.01%
236
+165
879
$9K ﹤0.01%
162
+137
880
$9K ﹤0.01%
73
+26
881
$9K ﹤0.01%
419
-321
882
$9K ﹤0.01%
202
+138
883
$9K ﹤0.01%
275
+17
884
$9K ﹤0.01%
96
+77
885
$9K ﹤0.01%
426
+181
886
$9K ﹤0.01%
446
+106
887
$9K ﹤0.01%
210
+73
888
$8K ﹤0.01%
+275
889
$8K ﹤0.01%
139
+99
890
$8K ﹤0.01%
342
+221
891
$8K ﹤0.01%
299
+161
892
$8K ﹤0.01%
62
+41
893
$8K ﹤0.01%
+685
894
$8K ﹤0.01%
231
+47
895
$8K ﹤0.01%
620
+374
896
$8K ﹤0.01%
146
+110
897
$8K ﹤0.01%
110
+47
898
$8K ﹤0.01%
110
+60
899
$8K ﹤0.01%
73
+69
900
$8K ﹤0.01%
193
+162
34 35
36
37 38