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
76
$731K 0.03%
7,558
+3,170
77
$727K 0.03%
8,543
+1,705
78
$709K 0.03%
8,396
+2,153
79
$702K 0.03%
1,739
+173
80
$698K 0.03%
7,201
+3,071
81
$683K 0.03%
25,866
+18,763
82
$682K 0.03%
2,248
+48
83
$669K 0.03%
13,411
+4,812
84
$666K 0.03%
26,269
+5,360
85
$654K 0.03%
1,891
-93
86
$652K 0.03%
10,617
+5,207
87
$652K 0.03%
13,987
-11,640
88
$643K 0.03%
8,682
-1,362
89
$587K 0.02%
7,191
+1,831
90
$587K 0.02%
9,061
+2,068
91
$585K 0.02%
6,575
+2,140
92
$578K 0.02%
4,277
-999
93
$571K 0.02%
7,125
+5,000
94
$564K 0.02%
37,592
+5,791
95
$561K 0.02%
5,901
+408
96
$560K 0.02%
6,032
+2,408
97
$549K 0.02%
14,708
+4,094
98
$545K 0.02%
5,719
-1,752
99
$539K 0.02%
2,397
+358
100
$536K 0.02%
4,209
+717
2 3
4
5 6