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
1401
– –
-52
1402
– –
-1,513
1403
– –
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1404
$0 ﹤0.01%
8
-136
1405
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1
1406
$0 ﹤0.01%
4
+2
1407
– –
-180
1408
– –
-122
1409
– –
-18
1410
– –
-62
1411
– –
-44
1412
– –
-23
1413
– –
-105
1414
– –
-44
1415
$0 ﹤0.01%
27
-15
1416
– –
-120
1417
– –
-60
1418
$0 ﹤0.01%
5
-5
1419
– –
-14
1420
$0 ﹤0.01%
1
-55
1421
– –
0
1422
$0 ﹤0.01%
+2
1423
$0 ﹤0.01%
+13
1424
– –
0
1425
– –
-50
55 56
57
58 59