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
-1.21%
+1.07%
11,151.6
 
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
+0.01%
+1.63%
670.7
 
VTI
Vanguard Total Stock Market ETF
79,132
16,356.0
-12.45%
16.290
-1.92%
0.010
+16.45%
+8.47%
478,263.0
 
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
+3.84%
+9.69%
3,261.4
 
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
+7.90%
+10.31%
4,608.6
 
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
+0.57%
+1.59%
34,938.6
 
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
+1.63%
+3.78%
988.3
 
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
+0.70%
+2.70%
22,497.1
 
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
+1.80%
+2.23%
10,045.1
 
SCHF
Schwab International Equity ETF
45,469
1,711.0
-5.84%
1.700
-0.09%
0.010
+11.46%
+22.48%
49,859.7
 

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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