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
976
$6K ﹤0.01%
157
-9
977
$6K ﹤0.01%
142
+88
978
$6K ﹤0.01%
187
+115
979
$6K ﹤0.01%
164
+60
980
$6K ﹤0.01%
389
+145
981
$6K ﹤0.01%
1,256
+472
982
$6K ﹤0.01%
75
983
$6K ﹤0.01%
405
+218
984
$6K ﹤0.01%
+119
985
$6K ﹤0.01%
92
+19
986
$6K ﹤0.01%
256
+163
987
$6K ﹤0.01%
62
+38
988
$6K ﹤0.01%
85
+68
989
$6K ﹤0.01%
84
+57
990
$6K ﹤0.01%
476
+148
991
$6K ﹤0.01%
87
+6
992
$6K ﹤0.01%
89
-32
993
$6K ﹤0.01%
+180
994
$6K ﹤0.01%
419
+263
995
$6K ﹤0.01%
+63
996
$6K ﹤0.01%
248
+196
997
$6K ﹤0.01%
117
+80
998
$6K ﹤0.01%
101
+59
999
$6K ﹤0.01%
104
+78
1000
$6K ﹤0.01%
+98
38 39
40
41 42