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
1201
$2K ﹤0.01%
+30
1202
$2K ﹤0.01%
275
1203
$2K ﹤0.01%
41
-3
1204
$2K ﹤0.01%
+43
1205
$2K ﹤0.01%
+76
1206
$2K ﹤0.01%
+3,600
1207
$2K ﹤0.01%
47
-3
1208
$2K ﹤0.01%
+105
1209
$2K ﹤0.01%
10
-7
1210
$1K ﹤0.01%
+153
1211
$1K ﹤0.01%
+303
1212
$1K ﹤0.01%
9
-34
1213
$1K ﹤0.01%
350
-420
1214
$1K ﹤0.01%
60
1215
$1K ﹤0.01%
30
1216
$1K ﹤0.01%
+39
1217
$1K ﹤0.01%
+29
1218
$1K ﹤0.01%
+8
1219
$1K ﹤0.01%
+39
1220
$1K ﹤0.01%
+2
1221
$1K ﹤0.01%
+30
1222
$1K ﹤0.01%
+40
1223
$1K ﹤0.01%
35
-7
1224
$1K ﹤0.01%
23
1225
$1K ﹤0.01%
+19
47 48
49
50 51