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
951
$7K ﹤0.01%
+180
952
$7K ﹤0.01%
168
+50
953
$7K ﹤0.01%
9
+6
954
$7K ﹤0.01%
315
+45
955
$7K ﹤0.01%
158
-123
956
$7K ﹤0.01%
560
+240
957
$7K ﹤0.01%
425
+415
958
$7K ﹤0.01%
882
+558
959
$7K ﹤0.01%
71
+20
960
$7K ﹤0.01%
329
+87
961
$7K ﹤0.01%
312
-56
962
$7K ﹤0.01%
196
+138
963
$7K ﹤0.01%
+160
964
$7K ﹤0.01%
163
+96
965
$7K ﹤0.01%
43
+17
966
$7K ﹤0.01%
181
+84
967
$7K ﹤0.01%
308
+64
968
$7K ﹤0.01%
43
+38
969
$7K ﹤0.01%
429
+43
970
$7K ﹤0.01%
344
+254
971
$7K ﹤0.01%
107
+82
972
$7K ﹤0.01%
109
+86
973
$7K ﹤0.01%
588
+270
974
$6K ﹤0.01%
348
+133
975
$6K ﹤0.01%
120
+58
37 38
39
40 41