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
1051
$5K ﹤0.01%
197
-140
1052
$5K ﹤0.01%
47
-1
1053
$5K ﹤0.01%
451
+340
1054
$5K ﹤0.01%
46
-40
1055
$5K ﹤0.01%
110
+16
1056
$5K ﹤0.01%
89
+61
1057
$5K ﹤0.01%
193
-31
1058
$5K ﹤0.01%
141
+26
1059
$5K ﹤0.01%
+110
1060
$5K ﹤0.01%
138
+93
1061
$5K ﹤0.01%
213
+159
1062
$5K ﹤0.01%
55
+37
1063
$5K ﹤0.01%
39
+16
1064
$5K ﹤0.01%
262
+148
1065
$5K ﹤0.01%
326
+218
1066
$4K ﹤0.01%
363
+4
1067
$4K ﹤0.01%
134
+31
1068
$4K ﹤0.01%
85
+58
1069
$4K ﹤0.01%
+160
1070
$4K ﹤0.01%
+128
1071
$4K ﹤0.01%
47
+19
1072
$4K ﹤0.01%
+85
1073
$4K ﹤0.01%
154
-8
1074
$4K ﹤0.01%
+66
1075
$4K ﹤0.01%
83
+40
41 42
43
44 45