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
1101
$4K ﹤0.01%
+100
1102
$4K ﹤0.01%
78
+51
1103
$4K ﹤0.01%
147
+123
1104
$4K ﹤0.01%
48
+13
1105
$4K ﹤0.01%
+253
1106
$4K ﹤0.01%
170
+75
1107
$4K ﹤0.01%
345
+186
1108
$4K ﹤0.01%
85
-17
1109
$4K ﹤0.01%
105
+10
1110
$4K ﹤0.01%
356
+214
1111
$4K ﹤0.01%
+150
1112
$4K ﹤0.01%
+70
1113
$3K ﹤0.01%
+84
1114
$3K ﹤0.01%
80
+30
1115
$3K ﹤0.01%
49
+31
1116
$3K ﹤0.01%
+25
1117
$3K ﹤0.01%
+200
1118
$3K ﹤0.01%
37
-3
1119
$3K ﹤0.01%
104
+49
1120
$3K ﹤0.01%
+113
1121
$3K ﹤0.01%
75
-4
1122
$3K ﹤0.01%
+129
1123
$3K ﹤0.01%
+110
1124
$3K ﹤0.01%
+70
1125
$3K ﹤0.01%
24
+11
43 44
45
46 47