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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
901
$8K ﹤0.01%
+401
902
$8K ﹤0.01%
349
+120
903
$8K ﹤0.01%
180
+18
904
$8K ﹤0.01%
342
+221
905
$8K ﹤0.01%
139
+99
906
$8K ﹤0.01%
299
+161
907
$8K ﹤0.01%
62
+41
908
$8K ﹤0.01%
+685
909
$8K ﹤0.01%
231
+47
910
$8K ﹤0.01%
620
+374
911
$8K ﹤0.01%
146
+110
912
$8K ﹤0.01%
110
+47
913
$8K ﹤0.01%
110
+60
914
$8K ﹤0.01%
73
+69
915
$8K ﹤0.01%
193
+162
916
$8K ﹤0.01%
229
+194
917
$8K ﹤0.01%
141
+85
918
$8K ﹤0.01%
272
+88
919
$8K ﹤0.01%
372
+83
920
$8K ﹤0.01%
472
+365
921
$8K ﹤0.01%
127
+52
922
$8K ﹤0.01%
146
+94
923
$8K ﹤0.01%
456
+408
924
$8K ﹤0.01%
184
+108
925
$8K ﹤0.01%
191
+95
35 36
37
38 39