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
1176
$2K ﹤0.01%
164
-56
1177
$2K ﹤0.01%
+320
1178
$2K ﹤0.01%
+132
1179
$2K ﹤0.01%
2
+1
1180
$2K ﹤0.01%
+63
1181
$2K ﹤0.01%
30
-39
1182
$2K ﹤0.01%
5
+4
1183
$2K ﹤0.01%
35
+22
1184
$2K ﹤0.01%
+44
1185
$2K ﹤0.01%
16
+13
1186
$2K ﹤0.01%
+18
1187
$2K ﹤0.01%
327
+128
1188
$2K ﹤0.01%
32
+6
1189
$2K ﹤0.01%
28
+11
1190
$2K ﹤0.01%
+40
1191
$2K ﹤0.01%
+41
1192
$2K ﹤0.01%
+100
1193
$2K ﹤0.01%
110
+11
1194
$2K ﹤0.01%
+36
1195
$2K ﹤0.01%
86
-33
1196
$2K ﹤0.01%
37
+20
1197
$2K ﹤0.01%
60
1198
$2K ﹤0.01%
+600
1199
$2K ﹤0.01%
38
-108
1200
$2K ﹤0.01%
98
+27
46 47
48
49 50