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
+$50.1M
2
+$48.1M
3
+$47.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
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
1326
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-424
1327
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-1,092
1328
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1329
$0 ﹤0.01%
+8
1330
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+75
1332
$0 ﹤0.01%
+540
1333
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1334
$0 ﹤0.01%
+25
1335
$0 ﹤0.01%
+3
1336
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-40
1337
$0 ﹤0.01%
+7
1338
– –
-510
1339
– –
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1340
– –
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1341
$0 ﹤0.01%
+7
1342
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$0 ﹤0.01%
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1344
$0 ﹤0.01%
+13
1345
– –
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1346
$0 ﹤0.01%
50
1347
– –
-1,066
1348
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-8
1349
– –
-2,000
1350
– –
-21
52 53
54
55 56