13FBOX
Wealthsimple US, Ltd. · 13F Holdings
Options Calculator Rankings

Wealthsimple US, Ltd.

No.10067 Data as of 2021Q2
Latest AUM (Q2 2021)
$168.9M
QoQ Change Q1 2021
$0+0.0%
Holdings
23
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
23
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2021 ValueQ2 2021 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD WORLD FDVSGX
17.36%17.36%$29.3M477,546$29.3M477,54600.00%Unchanged
VVANGUARD WORLD FDESGV
14.46%14.46%$24.4M331,046$24.4M331,04600.00%Unchanged
SSPDR SERIES TRUSTSPTL
12.59%12.59%$21.3M545,446$21.3M545,44600.00%Unchanged
PPIMCO ETF TRLTPZ
9.92%9.92%$16.7M207,382$16.7M207,38200.00%Unchanged
GGENERAL DYNAMICS CORPVTI
9.69%9.69%$16.4M79,132$16.4M79,13200.00%Unchanged
IISHARES TRIDEV
8.73%8.73%$14.7M228,110$14.7M228,11000.00%Unchanged
IISHARES TRIEI
6.13%6.13%$10.4M104,920$10.4M104,92000.00%Unchanged
IISHARES INCEEMV
5.89%5.89%$9.9M157,492$9.9M157,49200.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
4.08%4.08%$6.9M83,499$6.9M83,49900.00%Unchanged
IISHARES TRSUSB
3.23%3.23%$5.5M209,839$5.5M209,83900.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
2.84%2.84%$4.8M77,969$4.8M77,96900.00%Unchanged
IISHARES TRGVI
1.9%1.9%$3.2M29,679$3.2M29,67900.00%Unchanged
SSCHWAB STRATEGIC TRSCHF
1.01%1.01%$1.7M45,469$1.7M45,46900.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGLT
0.49%0.49%$821,0009,918$821,0009,91800.00%Unchanged
BLOCK INCXYZ
0.44%0.44%$737,0003,245$737,0003,24500.00%Unchanged
AMAZON COM INCAMZN
0.24%0.24%$408,000132$408,00013200.00%Unchanged
SSCHWAB USSCHX
0.23%0.23%$387,0004,033$387,0004,03300.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.15%0.15%$247,0002,085$247,0002,08500.00%Unchanged
JOHNSON & JOHNSONJNJ
0.14%0.14%$236,0001,439$236,0001,43900.00%Unchanged
NOVARTIS AGNVS
0.13%0.13%$223,0002,606$223,0002,60600.00%Unchanged
ASML HLDG NVASML
0.13%0.13%$220,000356$220,00035600.00%Unchanged
PROCTER & GAMBLE COPG
0.12%0.12%$208,0001,539$208,0001,53900.00%Unchanged
ALIBABA GROUP HLDG LTDBABA
0.12%0.12%$204,000898$204,00089800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow