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
1226
$1K ﹤0.01%
+60
1227
$1K ﹤0.01%
+31
1228
$1K ﹤0.01%
+10
1229
$1K ﹤0.01%
+18
1230
$1K ﹤0.01%
+17
1231
$1K ﹤0.01%
+37
1232
$1K ﹤0.01%
20
1233
$1K ﹤0.01%
+1
1234
$1K ﹤0.01%
+21
1235
$1K ﹤0.01%
31
+8
1236
$1K ﹤0.01%
32
-808
1237
$1K ﹤0.01%
+15
1238
$1K ﹤0.01%
+6
1239
$1K ﹤0.01%
+36
1240
$1K ﹤0.01%
+100
1241
$1K ﹤0.01%
16
1242
$1K ﹤0.01%
17
1243
$1K ﹤0.01%
+26
1244
$1K ﹤0.01%
+39
1245
$1K ﹤0.01%
+8
1246
$1K ﹤0.01%
64
+31
1247
$1K ﹤0.01%
+5
1248
$1K ﹤0.01%
+26
1249
$1K ﹤0.01%
13
1250
$1K ﹤0.01%
140
48 49
50
51 52