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
1151
$3K ﹤0.01%
+63
1152
$3K ﹤0.01%
94
+63
1153
$2K ﹤0.01%
20
1154
$2K ﹤0.01%
18
-37
1155
$2K ﹤0.01%
61
+1
1156
$2K ﹤0.01%
43
+19
1157
$2K ﹤0.01%
51
-7
1158
$2K ﹤0.01%
+91
1159
$2K ﹤0.01%
+70
1160
$2K ﹤0.01%
+65
1161
$2K ﹤0.01%
+51
1162
$2K ﹤0.01%
+35
1163
$2K ﹤0.01%
+400
1164
$2K ﹤0.01%
+150
1165
$2K ﹤0.01%
200
+180
1166
$2K ﹤0.01%
+82
1167
$2K ﹤0.01%
140
1168
$2K ﹤0.01%
+45
1169
$2K ﹤0.01%
33
-50
1170
$2K ﹤0.01%
+27
1171
$2K ﹤0.01%
300
+100
1172
$2K ﹤0.01%
74
-8
1173
$2K ﹤0.01%
29
+6
1174
$2K ﹤0.01%
+300
1175
$2K ﹤0.01%
19
45 46
47
48 49