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
1126
$3K ﹤0.01%
+46
1127
$3K ﹤0.01%
+42
1128
$3K ﹤0.01%
+100
1129
$3K ﹤0.01%
47
-5
1130
$3K ﹤0.01%
+23
1131
$3K ﹤0.01%
66
+30
1132
$3K ﹤0.01%
27
-2
1133
$3K ﹤0.01%
50
+30
1134
$3K ﹤0.01%
+212
1135
$3K ﹤0.01%
127
-106
1136
$3K ﹤0.01%
150
1137
$3K ﹤0.01%
35
-6
1138
$3K ﹤0.01%
80
+44
1139
$3K ﹤0.01%
77
-277
1140
$3K ﹤0.01%
+60
1141
$3K ﹤0.01%
52
+40
1142
$3K ﹤0.01%
29
+9
1143
$3K ﹤0.01%
115
+57
1144
$3K ﹤0.01%
65
+41
1145
$3K ﹤0.01%
128
+42
1146
$3K ﹤0.01%
+150
1147
$3K ﹤0.01%
50
+29
1148
$3K ﹤0.01%
+125
1149
$3K ﹤0.01%
154
+7
1150
$3K ﹤0.01%
122
+14
44 45
46
47 48