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
1276
– –
-3
1277
$0 ﹤0.01%
+75
1278
$0 ﹤0.01%
+166
1279
$0 ﹤0.01%
+1
1280
$0 ﹤0.01%
13
+11
1281
$0 ﹤0.01%
+3
1282
– –
-127
1283
$0 ﹤0.01%
10
1284
– –
-80
1285
$0 ﹤0.01%
2
-610
1286
$0 ﹤0.01%
+21
1287
– –
-100
1288
– –
-66
1289
– –
-300
1290
$0 ﹤0.01%
+36
1291
$0 ﹤0.01%
+8
1292
– –
-300
1293
– –
-188
1294
$0 ﹤0.01%
75
1295
$0 ﹤0.01%
+10
1296
$0 ﹤0.01%
54
1297
$0 ﹤0.01%
+25
1298
– –
-8
1299
$0 ﹤0.01%
+5
1300
$0 ﹤0.01%
+4
50 51
52
53 54