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
251
$729K 0.01%
50,745
+21,495
252
$728K 0.01%
2,990
+481
253
$726K 0.01%
5,646
+775
254
$726K 0.01%
13,106
+3,735
255
$720K 0.01%
36,057
+2,489
256
$717K 0.01%
+22,411
257
$716K 0.01%
9,731
+3,233
258
$714K 0.01%
9,614
+2,191
259
$714K 0.01%
6,022
+1,922
260
$713K 0.01%
4,716
+943
261
$713K 0.01%
10,817
+3,775
262
$712K 0.01%
1,593
-222
263
$704K 0.01%
13,771
+6,818
264
$700K 0.01%
12,483
-4,073
265
$694K 0.01%
8,057
+625
266
$687K 0.01%
31,462
+13,597
267
$687K 0.01%
3,857
+851
268
$686K 0.01%
+15,832
269
$684K 0.01%
10,347
+1,503
270
$681K 0.01%
6,178
-399
271
$680K 0.01%
6,867
+1,915
272
$676K 0.01%
31,331
-8,760
273
$676K 0.01%
+34,544
274
$668K 0.01%
7,153
+413
275
$661K 0.01%
11,936
+1,713
9 10
11
12 13