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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$12.6M
3
+$11.2M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$11M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$8.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.5%
2 Consumer Discretionary 0.27%
3 Healthcare 0.26%
4 Consumer Staples 0.23%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.23%
+1,000
27
$269K 0.21%
+3,672
28
$265K 0.21%
+4,925
29
$253K 0.2%
+3,776
30
$246K 0.2%
+5,528
31
$222K 0.18%
+3,791
1
2