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
+$50.3M
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
1251
$1K ﹤0.01%
+26
1252
$1K ﹤0.01%
13
1253
$1K ﹤0.01%
140
1254
$1K ﹤0.01%
+6
1255
$1K ﹤0.01%
+55
1256
$1K ﹤0.01%
+18
1257
$1K ﹤0.01%
200
+100
1258
$1K ﹤0.01%
+30
1259
$1K ﹤0.01%
+24
1260
$1K ﹤0.01%
27
+17
1261
$1K ﹤0.01%
23
-3
1262
$1K ﹤0.01%
+82
1263
– –
0
1264
$1K ﹤0.01%
+16
1265
$1K ﹤0.01%
56
+52
1266
$1K ﹤0.01%
+192
1267
$1K ﹤0.01%
+220
1268
$1K ﹤0.01%
+50
1269
$1K ﹤0.01%
116
-10
1270
$1K ﹤0.01%
105
+55
1271
$0 ﹤0.01%
+1
1272
– –
-25
1273
$0 ﹤0.01%
52
+51
1274
– –
-500
1275
– –
-14
49 50
51
52 53