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
$3.19B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$221M
3
+$154M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$46M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$886K

Top Sells

1
+$569M
2
+$74.3M
3
+$1.56M
4
UL icon
Unilever
UL
+$342K
5
BN icon
Brookfield
BN
+$228K

Sector Composition

1 Financials 0.12%
2 Technology 0.04%
3 Consumer Staples 0.02%
4 Energy 0.01%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$436K 0.01%
7,102
+415
27
$430K 0.01%
16,283
-259
28
$373K 0.01%
8,089
-45
29
$356K 0.01%
7,406
+1,116
30
$334K 0.01%
739
-60
31
$310K 0.01%
3,860
+1,550
32
$306K 0.01%
2,078
+166
33
$253K 0.01%
4,402
-397
34
$202K 0.01%
2,255
-849
35
$97K ﹤0.01%
11,300
+700
36
$9K ﹤0.01%
17,426
37
– –
-3,349
38
– –
-6,988
39
– –
-2,362
40
– –
-6,350
41
– –
-3,197
1
2