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
126
$437K 0.02%
2,524
-284
127
$433K 0.02%
8,982
+21
128
$428K 0.02%
4,471
-794
129
$427K 0.02%
4,859
+1,836
130
$427K 0.02%
11,766
+1,138
131
$424K 0.02%
6,330
+456
132
$423K 0.02%
31,800
+5,160
133
$423K 0.02%
829
+161
134
$423K 0.02%
2,373
+625
135
$415K 0.02%
9,646
+960
136
$415K 0.02%
4,010
+1,011
137
$413K 0.02%
9,517
+3,375
138
$412K 0.02%
2,155
+291
139
$410K 0.02%
4,406
+280
140
$399K 0.02%
4,920
+408
141
$397K 0.02%
21,848
+2,234
142
$394K 0.02%
4,889
+765
143
$393K 0.02%
4,216
+616
144
$391K 0.02%
4,046
-907
145
$389K 0.02%
4,445
+1,774
146
$388K 0.02%
4,427
+70
147
$388K 0.02%
6,201
+1,952
148
$383K 0.02%
7,430
+378
149
$379K 0.02%
4,877
+2,385
150
$368K 0.02%
11,053
+1,665
4 5
6
7 8