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
$3.16B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$126M
3
+$31.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$30.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.6M

Top Sells

1
+$155M
2
+$46.7M
3
+$17.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.69M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.31%
3 Healthcare 1.19%
4 Consumer Staples 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.01%
10,666
-14,585
227
$332K 0.01%
4,580
-2,363
228
$331K 0.01%
+4,404
229
$327K 0.01%
+1,580
230
$322K 0.01%
1,691
-298
231
$320K 0.01%
6,725
+226
232
$320K 0.01%
+6,148
233
$317K 0.01%
7,325
+445
234
$317K 0.01%
4,451
+653
235
$315K 0.01%
1,555
+92
236
$314K 0.01%
1,994
-1,284
237
$309K 0.01%
+3,715
238
$308K 0.01%
+21,312
239
$308K 0.01%
6,675
+656
240
$307K 0.01%
3,194
+247
241
$305K 0.01%
+2,347
242
$295K 0.01%
+6,043
243
$293K 0.01%
13,239
+1,710
244
$289K 0.01%
5,473
+1,447
245
$287K 0.01%
+6,508
246
$285K 0.01%
862
+141
247
$285K 0.01%
+4,873
248
$282K 0.01%
+2,996
249
$282K 0.01%
+2,669
250
$280K 0.01%
+6,399
8 9
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