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
201
$287K 0.01%
7,307
-1,220
202
$282K 0.01%
6,606
-246
203
$281K 0.01%
8,505
-924
204
$281K 0.01%
4,158
+1,354
205
$276K 0.01%
1,184
+109
206
$269K 0.01%
2,074
+629
207
$268K 0.01%
6,309
+1,045
208
$267K 0.01%
5,212
+93
209
$265K 0.01%
2,611
-632
210
$264K 0.01%
2,486
+70
211
$264K 0.01%
1,463
-676
212
$263K 0.01%
3,034
+254
213
$260K 0.01%
12,272
-484
214
$259K 0.01%
6,424
+1,159
215
$258K 0.01%
3,647
-1,987
216
$250K 0.01%
6,022
+580
217
$250K 0.01%
2,727
+348
218
$249K 0.01%
7,112
+52
219
$248K 0.01%
5,773
+563
220
$246K 0.01%
4,270
+650
221
$246K 0.01%
8,826
+1,858
222
$244K 0.01%
4,109
+1,181
223
$243K 0.01%
2,256
+2,241
224
$241K 0.01%
7,389
+907
225
$240K 0.01%
5,788
+766
7 8
9
10 11