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
$7.75B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$71.8M
3
+$64.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$60.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$60.7M

Top Sells

1
+$9.24M
2
+$3.37M
3
+$3.35M
4
XOM icon
Exxon Mobil
XOM
+$2.95M
5
DD
Du Pont De Nemours E I
DD
+$2.29M

Sector Composition

1 Financials 1.77%
2 Technology 1.66%
3 Communication Services 1.45%
4 Healthcare 1.08%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$857K 0.01%
6,133
+607
227
$850K 0.01%
+24,148
228
$848K 0.01%
11,022
+2,204
229
$825K 0.01%
13,149
+280
230
$822K 0.01%
10,650
+407
231
$815K 0.01%
27,956
-700
232
$814K 0.01%
2,541
+53
233
$805K 0.01%
7,174
+1,094
234
$805K 0.01%
6,930
+513
235
$791K 0.01%
6,624
-345
236
$788K 0.01%
16,661
+2,440
237
$780K 0.01%
19,195
-3,994
238
$778K 0.01%
13,660
+3,072
239
$774K 0.01%
25,861
-408
240
$770K 0.01%
16,820
+3,491
241
$761K 0.01%
19,778
+12
242
$761K 0.01%
8,277
+2,055
243
$760K 0.01%
9,876
-1,084
244
$758K 0.01%
3,543
+222
245
$755K 0.01%
10,409
+249
246
$752K 0.01%
11,648
+2,174
247
$750K 0.01%
35,456
+4,628
248
$742K 0.01%
4,159
+1,129
249
$735K 0.01%
11,701
+542
250
$730K 0.01%
11,774
+5,642
8 9
10
11 12