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
+$50.1M
2
+$48.1M
3
+$47.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
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%
62
+30
1052
$5K ﹤0.01%
53
+42
1053
$5K ﹤0.01%
46
+36
1054
$5K ﹤0.01%
+100
1055
$5K ﹤0.01%
98
+45
1056
$5K ﹤0.01%
106
+88
1057
$5K ﹤0.01%
+230
1058
$5K ﹤0.01%
22
+18
1059
$5K ﹤0.01%
213
+159
1060
$5K ﹤0.01%
+500
1061
$5K ﹤0.01%
127
+103
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%
+66
1067
$4K ﹤0.01%
83
+40
1068
$4K ﹤0.01%
219
+23
1069
$4K ﹤0.01%
+62
1070
$4K ﹤0.01%
141
+89
1071
$4K ﹤0.01%
35
+23
1072
$4K ﹤0.01%
30
-54
1073
$4K ﹤0.01%
99
+75
1074
$4K ﹤0.01%
+101
1075
$4K ﹤0.01%
111
+83
41 42
43
44 45