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
$114M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.4M
3
+$5.43M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.67M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.83M

Top Sells

1
+$15.5M
2
+$11.3M
3
+$7.11M
4
SHE icon
State Street SPDR MSCI USA Gender Diversity ETF
SHE
+$3.98M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.96M

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.31%
3 Healthcare 0.25%
4 Consumer Staples 0.22%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.25%
2,171
-70
27
$246K 0.22%
3,876
+204
28
$246K 0.22%
2,233
-95
29
$219K 0.19%
1,000
30
– –
-5,605
31
– –
-7,522
32
– –
-6,128
33
– –
-4,925
34
– –
-5,528
35
– –
-2,845
36
– –
-3,776
37
– –
-3,791
1
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