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
$2.86B
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$16.1M
3
+$4.17M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.88M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.64M

Top Sells

1
+$605K
2
+$310K
3
+$251K
4
BNS icon
Scotiabank
BNS
+$202K
5
SHOP icon
Shopify
SHOP
+$42.6K

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
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$557B
$989M 34.58%
5,242,574
+364,616
EEMV icon
2
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.76B
$686M 23.99%
12,372,775
+17,526
GLOV icon
3
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.41B
$528M 18.48%
14,176,672
+111,770
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$157B
$401M 14.01%
6,807,054
+272,977
GLDM icon
5
SPDR Gold MiniShares Trust
GLDM
$21.8B
$205M 7.19%
5,726,681
-16,868
ACWV icon
6
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.24B
$18.9M 0.66%
200,387
+19,908
ITOT icon
7
iShares Core S&P Total US Stock Market ETF
ITOT
$79.7B
$12M 0.42%
142,665
+19,630
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$2.41M 0.08%
34,386
SPTL icon
9
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
$2.05M 0.07%
62,107
+7,897
LTPZ icon
10
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$702M
$1.71M 0.06%
26,156
+2,821
EWC icon
11
iShares MSCI Canada ETF
EWC
$3.37B
$1.36M 0.05%
40,507
+1,187
TD icon
12
Toronto Dominion Bank
TD
$140B
$1.28M 0.04%
15,157
-160
RY icon
13
Royal Bank of Canada
RY
$208B
$1.11M 0.04%
8,931
-50
VSGX icon
14
Vanguard ESG International Stock ETF
VSGX
$5.26B
$865K 0.03%
17,642
+1,800
ESGV icon
15
Vanguard ESG US Stock ETF
ESGV
$11.9B
$722K 0.03%
10,877
+935
CRBN icon
16
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.05B
$653K 0.02%
4,771
-119
KO icon
17
Coca-Cola
KO
$292B
$652K 0.02%
10,361
VCSH icon
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$648K 0.02%
8,497
-326
VOO icon
19
Vanguard S&P 500 ETF
VOO
$778B
$622K 0.02%
1,793
+230
IEMG icon
20
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$613K 0.02%
12,503
+117
BND icon
21
Vanguard Total Bond Market
BND
$137B
$510K 0.02%
6,774
-273
BAC icon
22
Bank of America
BAC
$393B
$472K 0.02%
15,160
AAPL icon
23
Apple
AAPL
$3.98T
$450K 0.02%
3,292
-38
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$38.1B
$412K 0.01%
+27,948
ERTH icon
25
Invesco MSCI Sustainable Future ETF
ERTH
$149M
$370K 0.01%
6,896
-206
1
2