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
1001
$6K ﹤0.01%
348
+133
1002
$6K ﹤0.01%
120
+58
1003
$6K ﹤0.01%
72
-10
1004
$6K ﹤0.01%
18
+16
1005
$6K ﹤0.01%
108
+66
1006
$6K ﹤0.01%
159
-5
1007
$6K ﹤0.01%
109
-90
1008
$6K ﹤0.01%
215
+164
1009
$6K ﹤0.01%
92
+73
1010
$6K ﹤0.01%
114
-83
1011
$6K ﹤0.01%
119
+1
1012
$6K ﹤0.01%
127
+110
1013
$6K ﹤0.01%
+263
1014
$6K ﹤0.01%
149
+20
1015
$5K ﹤0.01%
+500
1016
$5K ﹤0.01%
127
+103
1017
$5K ﹤0.01%
+90
1018
$5K ﹤0.01%
116
+82
1019
$5K ﹤0.01%
+50
1020
$5K ﹤0.01%
85
-85
1021
$5K ﹤0.01%
239
+114
1022
$5K ﹤0.01%
150
+75
1023
$5K ﹤0.01%
92
+40
1024
$5K ﹤0.01%
71
+48
1025
$5K ﹤0.01%
+63
39 40
41
42 43