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
1251
$1K ﹤0.01%
+6
1252
$1K ﹤0.01%
+55
1253
$1K ﹤0.01%
+18
1254
$1K ﹤0.01%
200
+100
1255
$1K ﹤0.01%
+30
1256
$1K ﹤0.01%
+24
1257
$1K ﹤0.01%
27
+17
1258
$1K ﹤0.01%
23
-3
1259
$1K ﹤0.01%
+82
1260
– –
0
1261
$1K ﹤0.01%
+16
1262
$1K ﹤0.01%
56
+52
1263
$1K ﹤0.01%
+192
1264
$1K ﹤0.01%
+220
1265
$1K ﹤0.01%
+29
1266
$1K ﹤0.01%
304
+207
1267
$1K ﹤0.01%
+13
1268
$1K ﹤0.01%
+50
1269
$1K ﹤0.01%
116
-10
1270
$1K ﹤0.01%
105
+55
1271
– –
-500
1272
– –
-14
1273
– –
-3
1274
$0 ﹤0.01%
+75
1275
$0 ﹤0.01%
+166
49 50
51
52 53