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
1401
$0 ﹤0.01%
5
-5
1402
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-14
1403
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0
1404
$0 ﹤0.01%
+2
1405
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1406
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1407
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-50
1408
$0 ﹤0.01%
+7
1409
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-50
1410
$0 ﹤0.01%
+20
1411
– –
-475
1412
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-52
1413
– –
-24
1414
$0 ﹤0.01%
+6
1415
– –
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1416
– –
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1417
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1418
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1419
– –
-6
1420
$0 ﹤0.01%
+9
1421
– –
-75
1422
– –
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1423
$0 ﹤0.01%
2
-54
1424
– –
-35
1425
$0 ﹤0.01%
+2
55 56
57
58 59