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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
1201
$2K ﹤0.01%
+43
1202
$2K ﹤0.01%
47
-3
1203
$2K ﹤0.01%
+105
1204
$2K ﹤0.01%
10
-7
1205
$2K ﹤0.01%
+76
1206
$2K ﹤0.01%
+3,600
1207
$2K ﹤0.01%
20
1208
$2K ﹤0.01%
18
-37
1209
$2K ﹤0.01%
43
+19
1210
$1K ﹤0.01%
60
1211
$1K ﹤0.01%
30
1212
$1K ﹤0.01%
+39
1213
$1K ﹤0.01%
+29
1214
$1K ﹤0.01%
+8
1215
$1K ﹤0.01%
+303
1216
$1K ﹤0.01%
9
-34
1217
$1K ﹤0.01%
23
1218
$1K ﹤0.01%
+19
1219
$1K ﹤0.01%
116
-10
1220
$1K ﹤0.01%
105
+55
1221
$1K ﹤0.01%
350
-420
1222
$1K ﹤0.01%
+39
1223
$1K ﹤0.01%
+2
1224
$1K ﹤0.01%
+30
1225
$1K ﹤0.01%
+40
47 48
49
50 51