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
1426
– –
-300
1427
– –
-188
1428
$0 ﹤0.01%
75
1429
$0 ﹤0.01%
+10
1430
$0 ﹤0.01%
54
1431
$0 ﹤0.01%
+25
1432
– –
-8
1433
$0 ﹤0.01%
+5
1434
$0 ﹤0.01%
+4
1435
$0 ﹤0.01%
+355
1436
– –
-207
1437
– –
-47,518
1438
$0 ﹤0.01%
+100
1439
$0 ﹤0.01%
+101
1440
$0 ﹤0.01%
+700
1441
$0 ﹤0.01%
76
+65
1442
– –
-16,634
1443
$0 ﹤0.01%
+5
1444
$0 ﹤0.01%
+1
1445
– –
0
1446
– –
-100
1447
$0 ﹤0.01%
12
1448
$0 ﹤0.01%
+1
1449
– –
-4
1450
$0 ﹤0.01%
+1
55 56 57
58
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