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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
1076
$4K ﹤0.01%
+150
1077
$4K ﹤0.01%
+70
1078
$4K ﹤0.01%
363
+4
1079
$4K ﹤0.01%
134
+31
1080
$4K ﹤0.01%
85
+58
1081
$4K ﹤0.01%
+160
1082
$4K ﹤0.01%
+128
1083
$4K ﹤0.01%
47
+19
1084
$4K ﹤0.01%
+85
1085
$4K ﹤0.01%
154
-8
1086
$4K ﹤0.01%
+66
1087
$4K ﹤0.01%
83
+40
1088
$4K ﹤0.01%
219
+23
1089
$4K ﹤0.01%
+62
1090
$4K ﹤0.01%
76
+46
1091
$4K ﹤0.01%
+149
1092
$4K ﹤0.01%
194
-36
1093
$4K ﹤0.01%
141
+89
1094
$4K ﹤0.01%
35
+23
1095
$4K ﹤0.01%
+101
1096
$4K ﹤0.01%
111
+83
1097
$4K ﹤0.01%
246
+168
1098
$4K ﹤0.01%
150
+143
1099
$4K ﹤0.01%
+127
1100
$4K ﹤0.01%
116
-109
42 43
44
45 46