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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
1301
$0 ﹤0.01%
+36
1302
$0 ﹤0.01%
+8
1303
– –
-300
1304
– –
-188
1305
$0 ﹤0.01%
75
1306
$0 ﹤0.01%
+10
1307
$0 ﹤0.01%
54
1308
$0 ﹤0.01%
+25
1309
– –
-8
1310
$0 ﹤0.01%
+5
1311
$0 ﹤0.01%
+4
1312
– –
-10
1313
$0 ﹤0.01%
+1
1314
– –
-82
1315
$0 ﹤0.01%
9
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1316
$0 ﹤0.01%
+350
1317
$0 ﹤0.01%
+355
1318
$0 ﹤0.01%
5
1319
– –
-242
1320
– –
-5,397
1321
– –
-49
1322
– –
-424
1323
– –
-1,092
1324
– –
-207
1325
– –
-400
51 52
53
54 55