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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
1026
$5K ﹤0.01%
+110
1027
$5K ﹤0.01%
62
+30
1028
$5K ﹤0.01%
53
+42
1029
$5K ﹤0.01%
197
-140
1030
$5K ﹤0.01%
47
-1
1031
$5K ﹤0.01%
138
+93
1032
$5K ﹤0.01%
213
+159
1033
$5K ﹤0.01%
+500
1034
$5K ﹤0.01%
127
+103
1035
$5K ﹤0.01%
55
+37
1036
$5K ﹤0.01%
39
+16
1037
$5K ﹤0.01%
262
+148
1038
$5K ﹤0.01%
326
+218
1039
$5K ﹤0.01%
116
+82
1040
$5K ﹤0.01%
+90
1041
$5K ﹤0.01%
85
-85
1042
$5K ﹤0.01%
239
+114
1043
$5K ﹤0.01%
150
+75
1044
$5K ﹤0.01%
71
+48
1045
$5K ﹤0.01%
+63
1046
$5K ﹤0.01%
266
+44
1047
$5K ﹤0.01%
98
+75
1048
$5K ﹤0.01%
64
+23
1049
$5K ﹤0.01%
+100
1050
$5K ﹤0.01%
+219
40 41
42
43 44