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
976
$6K ﹤0.01%
72
-10
977
$6K ﹤0.01%
18
+16
978
$6K ﹤0.01%
108
+66
979
$6K ﹤0.01%
159
-5
980
$6K ﹤0.01%
109
-90
981
$6K ﹤0.01%
215
+164
982
$6K ﹤0.01%
92
+73
983
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114
-83
984
$6K ﹤0.01%
119
+1
985
$6K ﹤0.01%
149
+36
986
$6K ﹤0.01%
157
-9
987
$6K ﹤0.01%
142
+88
988
$6K ﹤0.01%
187
+115
989
$6K ﹤0.01%
164
+60
990
$6K ﹤0.01%
389
+145
991
$6K ﹤0.01%
1,256
+472
992
$6K ﹤0.01%
75
993
$6K ﹤0.01%
405
+218
994
$6K ﹤0.01%
+119
995
$6K ﹤0.01%
184
+128
996
$6K ﹤0.01%
92
+19
997
$6K ﹤0.01%
256
+163
998
$6K ﹤0.01%
62
+38
999
$6K ﹤0.01%
85
+68
1000
$6K ﹤0.01%
84
+57
38 39
40
41 42