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
901
$8K ﹤0.01%
229
+194
902
$8K ﹤0.01%
141
+85
903
$8K ﹤0.01%
272
+88
904
$8K ﹤0.01%
372
+83
905
$8K ﹤0.01%
472
+365
906
$8K ﹤0.01%
127
+52
907
$8K ﹤0.01%
146
+94
908
$8K ﹤0.01%
456
+408
909
$8K ﹤0.01%
184
+108
910
$8K ﹤0.01%
202
-108
911
$8K ﹤0.01%
390
+92
912
$8K ﹤0.01%
191
+95
913
$8K ﹤0.01%
248
-12
914
$8K ﹤0.01%
248
-43
915
$8K ﹤0.01%
286
+204
916
$8K ﹤0.01%
163
+140
917
$8K ﹤0.01%
118
+62
918
$8K ﹤0.01%
276
+108
919
$8K ﹤0.01%
147
+72
920
$8K ﹤0.01%
118
+77
921
$8K ﹤0.01%
410
+195
922
$8K ﹤0.01%
+222
923
$8K ﹤0.01%
190
+136
924
$8K ﹤0.01%
108
+8
925
$8K ﹤0.01%
283
+192
35 36
37
38 39