W
Wealthsimple Portfolio holdings
AUM
$2.69B
1-Year Est. Return
18.39%
This Fund
S&P 500
1 Year Est. Return
-18.39%
AUM
$2.69B
AUM Growth
-$172M
(-6%)
Holding
39
Top Buys
| 1 | +$19.1M | |
| 2 | +$15.5M | |
| 3 | +$11.6M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$4.56M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$836K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$6.41M | |
| 3 | +$342K | |
| 4 |
GraniteShares Gold Shares
BAR
|
+$231K |
| 5 |
Toronto Dominion Bank
TD
|
+$28.8K |
Sector Composition
| 1 | Financials | 0.17% |
| 2 | Technology | 0.04% |
| 3 | Consumer Staples | 0.02% |
| 4 | Energy | 0.01% |
| 5 | Communication Services | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US Broad Market ETF
SCHB
$37.1B
| $376K | 0.01% |
26,838
-1,110
|
|
||
27
Bank of Montreal
BMO
$96B
| $337K | 0.01% |
2,013
+50
|
|
||
28
Invesco MSCI Sustainable Future ETF
ERTH
$140M
| $335K | 0.01% |
6,875
-21
|
|
||
29
Enbridge
ENB
$118B
| $329K | 0.01% |
4,648
+288
|
|
||
30
Vident International Equity Strategy
VIDI
$414M
| $312K | 0.01% |
16,201
+293
|
|
||
31
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| $284K | 0.01% |
7,795
-199
|
|
||
32
State Street SPDR S&P 500 ETF Trust
SPY
$659B
| $282K | 0.01% |
790
+51
|
|
||
33
Brookfield
BN
$91.5B
| $213K | 0.01% |
+5,053
|
|
||
34
Telus
TU
$20.1B
| $213K | 0.01% |
+5,613
|
|
||
35
CGI
GIB
$15.9B
| $210K | 0.01% |
+1,463
|
|
||
36
Scotiabank
BNS
$86.4B
| $205K | 0.01% |
+2,261
|
|
||
|
NMG
37
Nouveau Monde Graphite
NMG
$375M
| $109K | ﹤0.01% |
10,600
|
|
||
|
NAK
38
Northern Dynasty Minerals
NAK
$823M
| $8K | ﹤0.01% |
17,426
|
|
||
|
39
GraniteShares Gold Shares
BAR
$1.62B
| – | – |
-12,902
|
|