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
1026
$5K ﹤0.01%
266
+44
1027
$5K ﹤0.01%
98
+75
1028
$5K ﹤0.01%
64
+23
1029
$5K ﹤0.01%
278
+184
1030
$5K ﹤0.01%
409
+328
1031
$5K ﹤0.01%
171
+110
1032
$5K ﹤0.01%
57
+42
1033
$5K ﹤0.01%
+100
1034
$5K ﹤0.01%
+219
1035
$5K ﹤0.01%
+300
1036
$5K ﹤0.01%
252
+106
1037
$5K ﹤0.01%
154
+68
1038
$5K ﹤0.01%
94
+40
1039
$5K ﹤0.01%
82
-42
1040
$5K ﹤0.01%
+26
1041
$5K ﹤0.01%
62
+30
1042
$5K ﹤0.01%
53
+42
1043
$5K ﹤0.01%
46
+36
1044
$5K ﹤0.01%
+100
1045
$5K ﹤0.01%
98
+45
1046
$5K ﹤0.01%
106
+88
1047
$5K ﹤0.01%
+230
1048
$5K ﹤0.01%
22
+18
1049
$5K ﹤0.01%
72
-2
1050
$5K ﹤0.01%
174
+106
40 41
42
43 44