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
1426
– –
-171
1427
– –
-35
1428
– –
-22
1429
– –
-20
1430
$0 ﹤0.01%
26
-55
1431
$0 ﹤0.01%
1
1432
$0 ﹤0.01%
+14
1433
$0 ﹤0.01%
+1
1434
– –
-40
1435
$0 ﹤0.01%
10
1436
$0 ﹤0.01%
1
1437
– –
-102
1438
$0 ﹤0.01%
+3
1439
– –
-150
1440
– –
-100
1441
– –
-100
1442
$0 ﹤0.01%
+1
1443
– –
-67
1444
$0 ﹤0.01%
+6
1445
– –
-42
1446
$0 ﹤0.01%
+14
1447
– –
-75
1448
– –
-130
1449
$0 ﹤0.01%
15
-64
1450
– –
-150
55 56 57
58
59