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
1301
$0 ﹤0.01%
+50
1302
$0 ﹤0.01%
9
-21
1303
$0 ﹤0.01%
+350
1304
$0 ﹤0.01%
5
1305
$0 ﹤0.01%
+84
1306
– –
-1,369
1307
– –
-242
1308
– –
-5,397
1309
– –
-49
1310
– –
-424
1311
– –
-1,092
1312
– –
-207
1313
– –
-47,518
1314
$0 ﹤0.01%
+100
1315
$0 ﹤0.01%
+101
1316
$0 ﹤0.01%
+700
1317
$0 ﹤0.01%
76
+65
1318
– –
-28
1319
$0 ﹤0.01%
+8
1320
– –
-97
1321
$0 ﹤0.01%
+75
1322
$0 ﹤0.01%
+540
1323
– –
-400
1324
$0 ﹤0.01%
+25
1325
$0 ﹤0.01%
+3
51 52
53
54 55