W

Wealthsimple Portfolio holdings

AUM $2.69B
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
-18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$13.9M
3
+$10.7M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$747K

Top Sells

1
+$11.8M
2
+$5.77M
3
+$307K
4
BAR icon
GraniteShares Gold Shares
BAR
+$231K
5
TD icon
Toronto Dominion Bank
TD
+$52.1K

Sector Composition

1 Financials 0.17%
2 Technology 0.04%
3 Consumer Staples 0.02%
4 Energy 0.01%
5 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$556B
$935M 34.8%
5,210,402
-32,172
EEMV icon
2
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.77B
$638M 23.73%
12,584,357
+211,582
GLOV icon
3
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.41B
$511M 19.02%
14,677,081
+500,409
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$157B
$372M 13.86%
7,071,069
+264,015
GLDM icon
5
SPDR Gold MiniShares Trust
GLDM
$21.8B
$193M 7.19%
5,859,730
+133,049
ITOT icon
6
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$11M 0.41%
138,800
-3,865
ACWV icon
7
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.23B
$5.9M 0.22%
66,636
-133,751
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$2.27M 0.08%
34,375
-11
SPTL icon
9
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
$1.85M 0.07%
62,500
+393
TD icon
10
Toronto Dominion Bank
TD
$140B
$1.72M 0.06%
14,712
-445
RY icon
11
Royal Bank of Canada
RY
$206B
$1.54M 0.06%
8,932
+1
LTPZ icon
12
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$703M
$1.51M 0.06%
26,915
+759
EWC icon
13
iShares MSCI Canada ETF
EWC
$3.35B
$1.27M 0.05%
41,150
+643
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$179B
$1.03M 0.04%
28,260
+20,527
VSGX icon
15
Vanguard ESG International Stock ETF
VSGX
$5.26B
$781K 0.03%
17,985
+343
ESGV icon
16
Vanguard ESG US Stock ETF
ESGV
$11.8B
$684K 0.03%
10,879
+2
VCSH icon
17
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$628K 0.02%
8,452
-45
CRBN icon
18
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.05B
$604K 0.02%
4,768
-3
KO icon
19
Coca-Cola
KO
$293B
$580K 0.02%
10,361
VOO icon
20
Vanguard S&P 500 ETF
VOO
$777B
$567K 0.02%
1,727
-66
SHOP icon
21
Shopify
SHOP
$222B
$536K 0.02%
10,415
+3,383
IEMG icon
22
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$516K 0.02%
11,994
-509
BND icon
23
Vanguard Total Bond Market
BND
$137B
$474K 0.02%
6,646
-128
AAPL icon
24
Apple
AAPL
$3.96T
$458K 0.02%
3,316
+24
BAC icon
25
Bank of America
BAC
$390B
$458K 0.02%
15,162
+2
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