W

Wealthsimple Portfolio holdings

AUM $2.69B
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
-18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.01B
2
+$853M
3
+$608M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$438M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.2M

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 Change
in Stake 		Capital Flow
26
$342K 0.01%
+6,350
27
$321K 0.01%
+6,290
28
$228K 0.01%
+6,988
29
$220K 0.01%
+3,104
30
$218K 0.01%
+3,197
31
$209K 0.01%
+2,362
32
$207K 0.01%
+2,310
33
$206K 0.01%
+1,912
34
$188K 0.01%
+4,799
35
$174K 0.01%
+3,349
36
$74K ﹤0.01%
+10,600
37
$6K ﹤0.01%
+17,426
1
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