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
$2.86B
AUM Growth
-$330M
(-10%)
Holding
37
Top Buys
| 1 | +$74.9M | |
| 2 | +$17.5M | |
| 3 | +$4.44M | |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$1.97M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.79M |
Top Sells
| 1 | +$627K | |
| 2 | +$310K | |
| 3 | +$260K | |
| 4 |
Scotiabank
BNS
|
+$202K |
| 5 |
Shopify
SHOP
|
+$45.2K |
Sector Composition
| 1 | Financials | 0.11% |
| 2 | Technology | 0.03% |
| 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
Vident International Equity Strategy
VIDI
$414M
| $354K | 0.01% |
15,908
-375
|
|
||
27
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| $333K | 0.01% |
7,994
-95
|
|
||
28
Vanguard FTSE Developed Markets ETF
VEA
$204B
| $316K | 0.01% |
7,733
+327
|
|
||
|
29
Shopify
SHOP
$154B
| $283K | 0.01% |
7,032
-1,058
|
|
||
30
State Street SPDR S&P 500 ETF Trust
SPY
$659B
| $279K | 0.01% |
739
|
|
||
31
Bank of Montreal
BMO
$96B
| $243K | 0.01% |
1,963
-115
|
|
||
32
Enbridge
ENB
$118B
| $237K | 0.01% |
4,360
-42
|
|
||
33
GraniteShares Gold Shares
BAR
$1.62B
| $231K | 0.01% |
12,902
-14,001
|
|
||
|
NMG
34
Nouveau Monde Graphite
NMG
$375M
| $66K | ﹤0.01% |
10,600
-700
|
|
||
|
NAK
35
Northern Dynasty Minerals
NAK
$823M
| $6K | ﹤0.01% |
17,426
|
|
||
|
36
Scotiabank
BNS
$86.4B
| – | – |
-2,255
|
|
||
37
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
| – | – |
-3,860
|
|