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
1
$21.9M 17.42%
+169,415
2
$12.6M 10.04%
+251,666
3
$11.2M 8.89%
+68,372
4
$11M 8.74%
+188,997
5
$8.42M 6.69%
+265,879
6
$7M 5.56%
+76,568
7
$6.72M 5.34%
+70,112
8
$6.61M 5.26%
+112,737
9
$6.01M 4.78%
+83,427
10
$5.96M 4.73%
+153,227
11
$5.84M 4.64%
+75,631
12
$5.43M 4.32%
+90,404
13
$4.98M 3.96%
+99,705
14
$3.46M 2.75%
+30,413
15
$2.46M 1.95%
+29,281
16
$960K 0.76%
+13,209
17
$630K 0.5%
+5,605
18
$620K 0.49%
+1,927
19
$412K 0.33%
+7,522
20
$400K 0.32%
+6,128
21
$362K 0.29%
+5,780
22
$336K 0.27%
+3,640
23
$329K 0.26%
+2,845
24
$327K 0.26%
+2,241
25
$291K 0.23%
+2,328
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