W
Wealthsimple Portfolio holdings
AUM
$2.69B
1-Year Return
18.39%
This Quarter Return
+4.35%
1 Year Return
-18.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.95B
AUM Growth
–
Cap. Flow
+$2.95B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.56%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.12% |
| 2 | Technology | 0.07% |
| 3 | Consumer Staples | 0.03% |
| 4 | Energy | 0.01% |
| 5 | Communication Services | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Unilever
UL
$159B
| $342K | 0.01% |
+6,350
| New | +$342K |
|
27
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $321K | 0.01% |
+6,290
| New | +$321K |
|
28
Brookfield
BN
$99.6B
| $228K | 0.01% |
+4,659
| New | +$228K |
|
29
Scotiabank
BNS
$79B
| $220K | 0.01% |
+3,104
| New | +$220K |
|
30
Vanguard FTSE Europe ETF
VGK
$26.7B
| $218K | 0.01% |
+3,197
| New | +$218K |
|
31
CGI
GIB
$21.2B
| $209K | 0.01% |
+2,362
| New | +$209K |
|
32
Vanguard Long-Term Treasury ETF
VGLT
$9.9B
| $207K | 0.01% |
+2,310
| New | +$207K |
|
33
Bank of Montreal
BMO
$89.7B
| $206K | 0.01% |
+1,912
| New | +$206K |
|
34
Enbridge
ENB
$105B
| $188K | 0.01% |
+4,799
| New | +$188K |
|
35
BCE
BCE
$22.8B
| $174K | 0.01% |
+3,349
| New | +$174K |
|
|
NMG
36
Nouveau Monde Graphite
NMG
$293M
| $74K | ﹤0.01% |
+10,600
| New | +$74K |
|
|
NAK
37
Northern Dynasty Minerals
NAK
$471M
| $6K | ﹤0.01% |
+17,426
| New | +$6K |
|