W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$114M
3
+$99.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.8M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$18M

Top Sells

1
+$39.1M
2
+$13M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.38M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.18%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$280K 0.01%
3,240
+513
227
$280K 0.01%
5,271
+486
228
$279K 0.01%
2,611
+164
229
$278K 0.01%
3,891
+766
230
$278K 0.01%
2,235
+223
231
$278K 0.01%
4,622
+1,740
232
$277K 0.01%
2,947
-72
233
$277K 0.01%
1,463
-136
234
$275K 0.01%
7,094
+709
235
$274K 0.01%
2,147
+223
236
$272K 0.01%
6,880
+180
237
$272K 0.01%
3,769
+262
238
$272K 0.01%
1,586
+246
239
$272K 0.01%
7,562
+126
240
$271K 0.01%
7,384
+2,911
241
$270K 0.01%
1,551
+432
242
$266K 0.01%
3,695
+733
243
$266K 0.01%
5,638
+2,916
244
$265K 0.01%
5,166
-325
245
$262K 0.01%
11,052
+4,162
246
$262K 0.01%
8,250
-247
247
$262K 0.01%
6,019
-1,091
248
$262K 0.01%
7,872
+307
249
$260K 0.01%
14,239
+2,393
250
$260K 0.01%
7,647
-2,841
8 9
10
11 12