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
1076
$4K ﹤0.01%
219
+23
1077
$4K ﹤0.01%
+62
1078
$4K ﹤0.01%
+83
1079
$4K ﹤0.01%
100
-100
1080
$4K ﹤0.01%
76
+46
1081
$4K ﹤0.01%
+149
1082
$4K ﹤0.01%
194
-36
1083
$4K ﹤0.01%
141
+89
1084
$4K ﹤0.01%
35
+23
1085
$4K ﹤0.01%
30
-54
1086
$4K ﹤0.01%
496
+374
1087
$4K ﹤0.01%
+101
1088
$4K ﹤0.01%
111
+83
1089
$4K ﹤0.01%
246
+168
1090
$4K ﹤0.01%
150
+143
1091
$4K ﹤0.01%
57
+36
1092
$4K ﹤0.01%
143
+62
1093
$4K ﹤0.01%
+240
1094
$4K ﹤0.01%
+371
1095
$4K ﹤0.01%
+127
1096
$4K ﹤0.01%
116
-109
1097
$4K ﹤0.01%
36
+6
1098
$4K ﹤0.01%
+55
1099
$4K ﹤0.01%
148
+59
1100
$4K ﹤0.01%
68
+42
42 43
44
45 46