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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
1401
$0 ﹤0.01%
+13
1402
– –
-2
1403
– –
-1,066
1404
– –
-8
1405
– –
-2,000
1406
– –
-21
1407
$0 ﹤0.01%
+4
1408
$0 ﹤0.01%
+1
1409
$0 ﹤0.01%
+30
1410
– –
-104
1411
– –
-43
1412
– –
-7
1413
– –
-100
1414
$0 ﹤0.01%
12
1415
$0 ﹤0.01%
+1
1416
– –
-4
1417
$0 ﹤0.01%
+1
1418
– –
-79
1419
– –
-42
1420
$0 ﹤0.01%
+1
1421
$0 ﹤0.01%
40
1422
– –
-100
1423
$0 ﹤0.01%
+4
1424
$0 ﹤0.01%
+10
1425
– –
-30
55 56
57
58 59