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
$183M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.09M
3
+$2.53M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.47M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.39M

Top Sells

1
+$204K
2
+$65.2K
3
+$33.7K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.3K

Sector Composition

1 Technology 0.77%
2 Consumer Discretionary 0.44%
3 Healthcare 0.28%
4 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSGX icon
1
Vanguard ESG International Stock ETF
VSGX
$5.24B
$29M 15.86%
489,068
+24,745
SPTL icon
2
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$24.5M 13.39%
542,598
+103,952
ESGV icon
3
Vanguard ESG US Stock ETF
ESGV
$11.4B
$23.7M 12.98%
338,080
+9,510
LTPZ icon
4
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$714M
$18.3M 9.99%
206,000
+28,505
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$540B
$17.6M 9.62%
90,384
+5,371
IDEV icon
6
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$15.9M 8.71%
258,272
+21,611
ACWV icon
7
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$10.8M 5.91%
111,577
+14,314
EEMV icon
8
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.73B
$10.6M 5.78%
173,025
+16,244
VCSH icon
9
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$7.74M 4.23%
92,971
+15,549
VGSH icon
10
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$6.04M 3.3%
97,991
+14
SUSB icon
11
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$5.48M 3%
209,346
+31,152
GLDM icon
12
SPDR Gold MiniShares Trust
GLDM
$23.4B
$4.09M 2.24%
+107,969
SUB icon
13
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$4.03M 2.2%
37,285
-312
SCHF icon
14
Schwab International Equity ETF
SCHF
$52.3B
$1.74M 0.95%
96,582
-350
XYZ
15
Block Inc
XYZ
$45.4B
$706K 0.39%
3,245
AMZN icon
16
Amazon
AMZN
$2.29T
$505K 0.28%
3,100
-400
SCHX icon
17
Schwab US Large- Cap ETF
SCHX
$60.4B
$405K 0.22%
26,706
+1,062
BABA icon
18
Alibaba
BABA
$383B
$297K 0.16%
1,274
+395
JNJ icon
19
Johnson & Johnson
JNJ
$463B
$274K 0.15%
1,743
+301
ADBE icon
20
Adobe
ADBE
$138B
$243K 0.13%
+487
TSM icon
21
TSMC
TSM
$1.56T
$236K 0.13%
+2,168
PG icon
22
Procter & Gamble
PG
$350B
$235K 0.13%
+1,686
NVS icon
23
Novartis
NVS
$253B
$234K 0.13%
+2,483
AAPL icon
24
Apple
AAPL
$3.67T
$230K 0.13%
1,730
-1,533