Wealthsimple Inc. Portfolio Holdings by Sector
Wealthsimple Inc.
- $2.69 Billion
- Q3 2022
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
EEMV GLOV IEFA GLDM ITOT ACWV USMV SPTL 23 stocks |
$1.75 Million
64.95% of portfolio
|
  12  
|
  12  
|
- |
  1  
|
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$935,111
34.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
TD RY BAC BMO BNS 5 stocks |
$4,260
0.16% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$580
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP 1 stocks |
$536
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$458
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$329
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BAM 1 stocks |
$213
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TU 1 stocks |
$213
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
GIB 1 stocks |
$210
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
NMG NAK 2 stocks |
$117
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|