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
876
$9K ﹤0.01%
431
+95
877
$9K ﹤0.01%
209
+86
878
$9K ﹤0.01%
340
+243
879
$9K ﹤0.01%
228
+191
880
$9K ﹤0.01%
236
+165
881
$9K ﹤0.01%
162
+137
882
$9K ﹤0.01%
73
+26
883
$9K ﹤0.01%
419
-321
884
$9K ﹤0.01%
202
+138
885
$9K ﹤0.01%
275
+17
886
$9K ﹤0.01%
96
+77
887
$9K ﹤0.01%
426
+181
888
$8K ﹤0.01%
342
+221
889
$8K ﹤0.01%
+275
890
$8K ﹤0.01%
147
+72
891
$8K ﹤0.01%
118
+77
892
$8K ﹤0.01%
139
+99
893
$8K ﹤0.01%
299
+161
894
$8K ﹤0.01%
62
+41
895
$8K ﹤0.01%
+685
896
$8K ﹤0.01%
231
+47
897
$8K ﹤0.01%
620
+374
898
$8K ﹤0.01%
146
+110
899
$8K ﹤0.01%
110
+47
900
$8K ﹤0.01%
110
+60
34 35
36
37 38