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
176
$322K 0.01%
3,849
+271
177
$321K 0.01%
6,131
+2,575
178
$318K 0.01%
3,155
+336
179
$318K 0.01%
4,073
+1,160
180
$317K 0.01%
12,944
+3,672
181
$316K 0.01%
4,110
+951
182
$315K 0.01%
6,540
+2,175
183
$314K 0.01%
28,878
+2,493
184
$312K 0.01%
4,859
+514
185
$312K 0.01%
1,809
+147
186
$310K 0.01%
7,395
-1,065
187
$309K 0.01%
4,811
+664
188
$309K 0.01%
2,864
+633
189
$309K 0.01%
9,482
+963
190
$307K 0.01%
13,700
+5,791
191
$306K 0.01%
9,541
+3,641
192
$303K 0.01%
454
+25
193
$299K 0.01%
3,003
+693
194
$297K 0.01%
2,350
-100
195
$297K 0.01%
4,396
+536
196
$295K 0.01%
4,442
+772
197
$294K 0.01%
2,530
+557
198
$293K 0.01%
4,017
-48
199
$289K 0.01%
2,311
+324
200
$287K 0.01%
5,172
+2,696
6 7
8
9 10