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
$131M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$3.16M
3
+$1.64M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.22M
5
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$1.08M

Top Sells

1
+$7.22M
2
+$1.34M
3
+$1.34M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$859K
5
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$655K

Sector Composition

1 Consumer Discretionary 0.53%
2 Technology 0.52%
3 Healthcare 0.25%
4 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$342K 0.26%
3,258
-2,522
27
$337K 0.26%
3,692
-184
28
$334K 0.25%
2,378
+207
29
$286K 0.22%
2,393
+160
30
$259K 0.2%
1,006
+6
31
$257K 0.2%
+4,489
32
$225K 0.17%
+1,042
33
– –
-15,430
34
– –
-78,791
35
– –
-12,047
1
2