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 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$6K ﹤0.01%
476
+148
1002
$6K ﹤0.01%
87
+6
1003
$6K ﹤0.01%
89
-32
1004
$6K ﹤0.01%
+180
1005
$6K ﹤0.01%
419
+263
1006
$6K ﹤0.01%
+63
1007
$6K ﹤0.01%
248
+196
1008
$6K ﹤0.01%
117
+80
1009
$6K ﹤0.01%
101
+59
1010
$6K ﹤0.01%
104
+78
1011
$6K ﹤0.01%
+98
1012
$6K ﹤0.01%
127
+110
1013
$6K ﹤0.01%
+263
1014
$6K ﹤0.01%
149
+20
1015
$5K ﹤0.01%
98
+75
1016
$5K ﹤0.01%
64
+23
1017
$5K ﹤0.01%
278
+184
1018
$5K ﹤0.01%
409
+328
1019
$5K ﹤0.01%
47
-1
1020
$5K ﹤0.01%
451
+340
1021
$5K ﹤0.01%
46
-40
1022
$5K ﹤0.01%
+500
1023
$5K ﹤0.01%
116
+82
1024
$5K ﹤0.01%
+50
1025
$5K ﹤0.01%
+90
39 40
41
42 43