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
1
$1.11B 34.83%
4,877,958
+677,502
2
$754M 23.65%
12,355,249
-1,217,632
3
$596M 18.67%
+14,064,902
4
$454M 14.24%
6,534,077
+661,581
5
$221M 6.93%
+5,743,549
6
$18.9M 0.59%
180,479
-5,431,631
7
$12.4M 0.39%
123,035
+8,782
8
$2.67M 0.08%
34,386
+70
9
$2.05M 0.06%
54,210
-1,672
10
$1.93M 0.06%
23,335
-18,926
11
$1.58M 0.05%
39,320
+457
12
$1.52M 0.05%
15,317
-1,584
13
$1.24M 0.04%
8,981
-762
14
$906K 0.03%
15,842
-3
15
$806K 0.03%
9,942
-159
16
$798K 0.03%
4,890
-25
17
$689K 0.02%
8,823
-6
18
$688K 0.02%
12,386
+516
19
$684K 0.02%
8,090
-1,760
20
$649K 0.02%
+1,563
21
$642K 0.02%
10,361
22
$625K 0.02%
15,160
-129
23
$581K 0.02%
3,330
-43
24
$561K 0.02%
7,047
-51
25
$517K 0.02%
+26,903
1
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