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
+$50.3M
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
1101
$4K ﹤0.01%
36
+6
1102
$4K ﹤0.01%
+55
1103
$4K ﹤0.01%
148
+59
1104
$4K ﹤0.01%
68
+42
1105
$4K ﹤0.01%
78
+51
1106
$4K ﹤0.01%
147
+123
1107
$4K ﹤0.01%
85
-17
1108
$4K ﹤0.01%
105
+10
1109
$4K ﹤0.01%
356
+214
1110
$4K ﹤0.01%
+150
1111
$4K ﹤0.01%
+70
1112
$4K ﹤0.01%
+100
1113
$3K ﹤0.01%
77
-277
1114
$3K ﹤0.01%
+70
1115
$3K ﹤0.01%
+84
1116
$3K ﹤0.01%
80
+30
1117
$3K ﹤0.01%
49
+31
1118
$3K ﹤0.01%
+25
1119
$3K ﹤0.01%
+200
1120
$3K ﹤0.01%
37
-3
1121
$3K ﹤0.01%
104
+49
1122
$3K ﹤0.01%
+113
1123
$3K ﹤0.01%
75
-4
1124
$3K ﹤0.01%
+129
1125
$3K ﹤0.01%
+110
43 44
45
46 47