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
151
$364K 0.02%
24,150
+3,360
152
$362K 0.01%
10,636
+2,529
153
$361K 0.01%
1,954
+260
154
$359K 0.01%
6,931
+1,050
155
$358K 0.01%
5,521
+53
156
$358K 0.01%
2,254
+222
157
$356K 0.01%
3,666
+278
158
$356K 0.01%
9,280
-3,123
159
$355K 0.01%
7,945
+745
160
$355K 0.01%
3,532
+18
161
$354K 0.01%
6,151
-138
162
$351K 0.01%
2,516
+392
163
$350K 0.01%
2,535
-266
164
$349K 0.01%
6,256
+1,303
165
$349K 0.01%
6,085
+86
166
$347K 0.01%
6,117
+1,030
167
$344K 0.01%
299
+20
168
$343K 0.01%
4,059
-39
169
$336K 0.01%
3,166
+196
170
$330K 0.01%
2,757
+1,772
171
$327K 0.01%
1,587
+1,309
172
$323K 0.01%
4,665
+24
173
$323K 0.01%
4,025
+380
174
$323K 0.01%
9,750
+744
175
$323K 0.01%
4,924
+537
5 6
7
8 9