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
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
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
1
$16.3M 14.29%
+395,554
2
$13.4M 11.78%
+293,121
3
$11.9M 10.47%
153,236
+69,809
4
$11.9M 10.46%
252,172
+98,945
5
$8.63M 7.58%
66,958
-1,414
6
$8.12M 7.13%
183,218
-5,779
7
$7.22M 6.34%
78,791
+2,223
8
$5.98M 5.25%
52,944
+22,531
9
$5.91M 5.19%
73,535
+3,423
10
$5.77M 5.07%
123,067
+10,330
11
$2.83M 2.48%
+96,200
12
$2.41M 2.11%
28,202
-1,079
13
$1.85M 1.62%
18,048
-151,367
14
$1.68M 1.47%
32,568
-219,098
15
$1.56M 1.37%
+120,864
16
$1.34M 1.17%
+12,047
17
$1.34M 1.17%
+15,430
18
$1.16M 1.02%
20,226
+7,017
19
$1.11M 0.97%
35,924
-229,955
20
$498K 0.44%
1,933
+6
21
$489K 0.43%
8,282
-67,349
22
$444K 0.39%
9,108
-81,296
23
$400K 0.35%
10,633
-89,072
24
$353K 0.31%
3,620
-20
25
$303K 0.27%
5,780
1
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