WU

Wealthsimple US Portfolio holdings

AUM $169M
1-Year Est. Return 27.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.42M
3
+$4.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.97M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$2.45M

Top Sells

1
+$6.65M
2
+$3.4M
3
+$3.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.76M
5
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$1.53M

Sector Composition

1 Technology 0.6%
2 Consumer Discretionary 0.54%
3 Healthcare 0.14%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-15,832
27
– –
-6,298
28
– –
-4,489
29
– –
-25,355
30
– –
-57,626
31
– –
-2,393
32
– –
-5,862
33
– –
-1,933
34
– –
-108,948
35
– –
-12,629
1
2