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
+0.23%
-0.31%
11,224.7
 
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
+2.77%
+2.02%
673.3
 
VTI
Vanguard Total Stock Market ETF
79,132
16,356.0
-12.45%
16.290
-1.92%
0.010
+19.96%
+7.60%
474,434.4
 
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
+3.73%
+9.37%
3,251.7
 
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
+9.35%
+10.24%
4,605.7
 
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
+2.24%
+3.96%
34,991.5
 
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
+1.13%
+1.74%
990.2
 
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
+0.87%
+2.82%
22,524.0
 
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
+1.97%
+2.13%
10,034.7
 
SCHF
Schwab International Equity ETF
45,469
1,711.0
-5.84%
1.700
-0.09%
0.010
+11.57%
+20.74%
49,150.8
 

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

Size field:

Wealthsimple US, Ltd.'s Holdings Bubble Chart

Wealthsimple US, Ltd. News

  • 1

Discussions on Wealthsimple US, Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.