WU

Wealthsimple US Portfolio holdings

AUM $169M
1-Year Est. Return 27.29%
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$821K
2
+$220K
3
+$112K
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$111K
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$12.8K

Top Sells

1
+$4.09M
2
+$2.33M
3
+$1.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.23M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$981K

Sector Composition

1 Technology 0.71%
2 Consumer Discretionary 0.36%
3 Healthcare 0.27%
4 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$3.67T
– –
-1,730
1
2