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
1
$1.01B 34.38%
+4,200,456
2
$853M 28.9%
+13,572,881
3
$608M 20.6%
+5,612,110
4
$438M 14.86%
+5,872,496
5
$12.2M 0.41%
+114,253
6
$3.86M 0.13%
+42,261
7
$2.78M 0.09%
+34,316
8
$2.35M 0.08%
+55,882
9
$1.49M 0.05%
+38,863
10
$1.36M 0.05%
+9,850
11
$1.3M 0.04%
+16,901
12
$1.03M 0.04%
+9,743
13
$983K 0.03%
+15,845
14
$888K 0.03%
+10,101
15
$855K 0.03%
+4,915
16
$717K 0.02%
+8,829
17
$711K 0.02%
+11,870
18
$680K 0.02%
+15,289
19
$613K 0.02%
+10,361
20
$602K 0.02%
+7,098
21
$599K 0.02%
+3,373
22
$446K 0.02%
+6,687
23
$439K 0.01%
+16,542
24
$402K 0.01%
+8,134
25
$379K 0.01%
+799
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