WU

Wealthsimple US, Ltd.

13F
Wealthsimple US, Ltd.
Last update 2021-05-12 20 Stocks (2 new)
Value $100.00 Mil Turnover 1 %
Countries:
Top Holdings: SPTL(21.18%)LTPZ(16.68%)VTI(16.29%)ACWV(10.31%)EEMV(9.91%)
Summary Stock Picks Current Portfolio
Wealthsimple US, Ltd. Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
545,446
21,261.0
+0.52%
21.180
+0.11%
0.350
-1.11%
+0.41%
11,073.4
 
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fun
207,382
16,746.0
+0.67%
16.680
+0.11%
2.350
+0.79%
+0.75%
659.7
 
VTI
Vanguard Total Stock Market ETF
79,132
16,356.0
-12.45%
16.290
-1.92%
0.010
+19.82%
+7.35%
476,615.2
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
104,920
10,351.0
-5.97%
10.310
-0.57%
0.220
+3.42%
+8.30%
3,254.7
 
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
157,492
9,947.0
-8.98%
9.910
-0.83%
0.260
+10.10%
+9.78%
4,587.0
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
83,499
6,889.0
-10.19%
6.860
-0.69%
0.020
+1.88%
+3.77%
35,004.9
 
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
209,839
5,451.0
+0.24%
5.430
+0.01%
0.530
+1.86%
+3.75%
985.5
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
77,969
4,797.0
-20.43%
4.780
-1.08%
0.030
+0.75%
+2.72%
22,524.1
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
29,679
3,200.0
-20.40%
3.190
-0.72%
0.040
+1.77%
+2.09%
9,999.2
 
SCHF
Schwab International Equity ETF
45,469
1,711.0
-5.84%
1.700
-0.09%
0.010
+11.99%
+19.38%
48,597.1
 

Wealthsimple US, Ltd.'s Historical Top Holdings Breakdowns

Wealthsimple US, Ltd. Total Holding History ($B)

To

Wealthsimple US, Ltd.'s Asset Allocation

To

Wealthsimple US, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealthsimple US, Ltd.'s Hypothetical Growth since 2021-03-31

Wealthsimple US, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Wealthsimple US, Ltd.'s Holdings Heat Map

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Wealthsimple US, Ltd.'s Holdings Bubble Chart

Wealthsimple US, Ltd. News

  • 1

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