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 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
1
$20.2M 15.4%
420,968
+25,414
2
$17.2M 13.06%
304,539
+11,418
3
$13.9M 10.54%
166,255
+13,019
4
$13.5M 10.25%
287,202
+35,030
5
$10.5M 8.02%
67,347
+389
6
$9.78M 7.44%
191,320
+8,102
7
$6.89M 5.24%
78,659
+5,124
8
$6.82M 5.19%
131,200
+8,133
9
$6.65M 5.06%
57,626
+4,682
10
$4.72M 3.59%
+75,961
11
$3.4M 2.58%
38,468
+10,266
12
$3.2M 2.44%
108,948
+12,748
13
$3.16M 2.4%
+29,295
14
$1.76M 1.34%
25,355
+5,129
15
$1.74M 1.32%
116,960
-3,904
16
$1.53M 1.16%
12,629
-5,419
17
$813K 0.62%
15,832
-16,736
18
$596K 0.45%
1,933
19
$570K 0.43%
17,306
-18,618
20
$530K 0.4%
+4,487
21
$477K 0.36%
3,460
-160
22
$417K 0.32%
5,862
-2,420
23
$373K 0.28%
6,322
-2,786
24
$368K 0.28%
7,491
-3,142
25
$351K 0.27%
+6,298