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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
1426
$0 ﹤0.01%
+24
1427
$0 ﹤0.01%
+13
1428
– –
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1429
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1430
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-25
1431
– –
-50
1432
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-38
1433
$0 ﹤0.01%
+80
1434
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-1,358
1435
$0 ﹤0.01%
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1436
– –
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1437
$0 ﹤0.01%
+7
1438
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1439
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1440
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-93
1441
$0 ﹤0.01%
+13
1442
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1443
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-8
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$0 ﹤0.01%
27
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-120
1449
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$0 ﹤0.01%
5
-5
55 56 57
58
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