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
101
$528K 0.02%
8,079
+954
102
$525K 0.02%
3,081
+956
103
$523K 0.02%
6,230
-126
104
$519K 0.02%
4,205
+819
105
$505K 0.02%
5,383
+2,289
106
$499K 0.02%
3,599
+739
107
$494K 0.02%
4,785
+2,087
108
$482K 0.02%
3,873
+152
109
$473K 0.02%
6,772
+2,439
110
$471K 0.02%
11,229
+2,207
111
$470K 0.02%
6,757
+1,330
112
$466K 0.02%
7,669
-4,686
113
$465K 0.02%
5,987
+4,357
114
$465K 0.02%
4,889
-287
115
$463K 0.02%
4,843
+1,212
116
$462K 0.02%
7,482
-500
117
$461K 0.02%
2,811
+481
118
$460K 0.02%
19,473
-8,289
119
$457K 0.02%
33,510
+13,067
120
$451K 0.02%
8,768
+1,827
121
$450K 0.02%
7,372
+759
122
$446K 0.02%
4,592
+1,647
123
$445K 0.02%
4,653
+966
124
$442K 0.02%
2,727
+469
125
$440K 0.02%
7,029
-1,420
3 4
5
6 7