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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
926
$8K ﹤0.01%
248
-12
927
$8K ﹤0.01%
248
-43
928
$8K ﹤0.01%
108
+8
929
$8K ﹤0.01%
283
+192
930
$8K ﹤0.01%
218
+94
931
$8K ﹤0.01%
144
+106
932
$8K ﹤0.01%
194
-46
933
$8K ﹤0.01%
269
+203
934
$8K ﹤0.01%
351
+205
935
$8K ﹤0.01%
177
+158
936
$8K ﹤0.01%
+325
937
$8K ﹤0.01%
173
+93
938
$8K ﹤0.01%
226
+108
939
$8K ﹤0.01%
+442
940
$7K ﹤0.01%
117
+6
941
$7K ﹤0.01%
110
+86
942
$7K ﹤0.01%
137
+84
943
$7K ﹤0.01%
648
+520
944
$7K ﹤0.01%
+427
945
$7K ﹤0.01%
114
+80
946
$7K ﹤0.01%
315
+45
947
$7K ﹤0.01%
425
+415
948
$7K ﹤0.01%
882
+558
949
$7K ﹤0.01%
312
-56
950
$7K ﹤0.01%
196
+138
36 37
38
39 40