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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
876
$9K ﹤0.01%
202
+138
877
$9K ﹤0.01%
275
+17
878
$9K ﹤0.01%
96
+77
879
$9K ﹤0.01%
426
+181
880
$9K ﹤0.01%
446
+106
881
$9K ﹤0.01%
210
+73
882
$9K ﹤0.01%
59
+39
883
$9K ﹤0.01%
166
-49
884
$9K ﹤0.01%
538
-387
885
$9K ﹤0.01%
177
+150
886
$9K ﹤0.01%
475
+122
887
$9K ﹤0.01%
+332
888
$8K ﹤0.01%
118
+77
889
$8K ﹤0.01%
+275
890
$8K ﹤0.01%
202
-108
891
$8K ﹤0.01%
390
+92
892
$8K ﹤0.01%
286
+204
893
$8K ﹤0.01%
163
+140
894
$8K ﹤0.01%
118
+62
895
$8K ﹤0.01%
276
+108
896
$8K ﹤0.01%
147
+72
897
$8K ﹤0.01%
410
+195
898
$8K ﹤0.01%
+222
899
$8K ﹤0.01%
190
+136
900
$8K ﹤0.01%
+610
34 35
36
37 38