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
251
$255K 0.01%
3,798
-633
252
$250K 0.01%
1,731
-341
253
$249K 0.01%
2,085
+16
254
$247K 0.01%
2,219
+219
255
$247K 0.01%
2,856
-168
256
$245K 0.01%
4,032
+1,683
257
$244K 0.01%
5,674
+1,035
258
$243K 0.01%
2,021
+38
259
$241K 0.01%
2,440
+632
260
$238K 0.01%
2,373
-355
261
$237K 0.01%
3,695
-1,525
262
$237K 0.01%
2,938
+346
263
$231K 0.01%
4,435
+1,039
264
$231K 0.01%
15,501
+1,217
265
$230K 0.01%
5,483
+1,372
266
$230K 0.01%
3,928
-331
267
$229K 0.01%
2,298
+1,109
268
$228K 0.01%
2,608
+53
269
$228K 0.01%
3,785
+273
270
$228K 0.01%
7,678
+1,236
271
$226K 0.01%
6,617
+384
272
$224K 0.01%
4,176
+1,190
273
$224K 0.01%
11,529
-54
274
$223K 0.01%
11,092
+1,472
275
$221K 0.01%
4,550
-744
9 10
11
12 13