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
951
$7K ﹤0.01%
315
+45
952
$7K ﹤0.01%
158
-123
953
$7K ﹤0.01%
560
+240
954
$7K ﹤0.01%
425
+415
955
$7K ﹤0.01%
882
+558
956
$7K ﹤0.01%
71
+20
957
$7K ﹤0.01%
329
+87
958
$7K ﹤0.01%
114
+80
959
$7K ﹤0.01%
291
+171
960
$7K ﹤0.01%
596
+553
961
$7K ﹤0.01%
312
-56
962
$7K ﹤0.01%
98
+69
963
$7K ﹤0.01%
100
964
$7K ﹤0.01%
+160
965
$7K ﹤0.01%
163
+96
966
$7K ﹤0.01%
43
+17
967
$7K ﹤0.01%
181
+84
968
$7K ﹤0.01%
308
+64
969
$7K ﹤0.01%
43
+38
970
$7K ﹤0.01%
429
+43
971
$7K ﹤0.01%
344
+254
972
$7K ﹤0.01%
107
+82
973
$7K ﹤0.01%
109
+86
974
$6K ﹤0.01%
184
+128
975
$6K ﹤0.01%
149
+36
37 38
39
40 41