W

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
+$50.1M
2
+$48.1M
3
+$47.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
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
1251
$1K ﹤0.01%
31
+8
1252
$1K ﹤0.01%
32
-808
1253
$1K ﹤0.01%
+15
1254
$1K ﹤0.01%
+6
1255
$1K ﹤0.01%
+36
1256
$1K ﹤0.01%
+100
1257
$1K ﹤0.01%
16
1258
$1K ﹤0.01%
+153
1259
$1K ﹤0.01%
17
1260
$1K ﹤0.01%
+26
1261
$1K ﹤0.01%
+39
1262
$1K ﹤0.01%
+8
1263
$1K ﹤0.01%
64
+31
1264
$1K ﹤0.01%
+5
1265
$1K ﹤0.01%
+26
1266
$1K ﹤0.01%
13
1267
$1K ﹤0.01%
140
1268
$1K ﹤0.01%
+50
1269
$1K ﹤0.01%
116
-10
1270
$1K ﹤0.01%
105
+55
1271
– –
-105
1272
– –
-44
1273
$0 ﹤0.01%
27
-15
1274
– –
-120
1275
– –
-60
49 50
51
52 53