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
251
$279K 0.01%
+32,502
252
$277K 0.01%
4,190
-735
253
$275K 0.01%
+4,707
254
$275K 0.01%
+3,740
255
$275K 0.01%
+4,100
256
$273K 0.01%
12,164
-1,912
257
$272K 0.01%
+6,858
258
$269K 0.01%
+6,553
259
$268K 0.01%
9,017
+1,518
260
$266K 0.01%
+4,204
261
$264K 0.01%
25,506
+13,516
262
$262K 0.01%
+3,146
263
$260K 0.01%
8,220
-1,426
264
$260K 0.01%
+8,127
265
$260K 0.01%
2,964
-1,857
266
$259K 0.01%
2,927
+319
267
$258K 0.01%
3,861
-171
268
$257K 0.01%
3,430
-442
269
$257K 0.01%
5,166
+260
270
$257K 0.01%
+3,293
271
$257K 0.01%
+4,168
272
$257K 0.01%
5,394
-252
273
$256K 0.01%
+3,448
274
$256K 0.01%
+3,319
275
$256K 0.01%
+6,282
9 10
11
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