W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$72.9M
3
+$31.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.5M

Top Sells

1
+$29.2M
2
+$27.6M
3
+$11.2M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.27%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$151K 0.01%
1,846
+961
277
$149K 0.01%
3,237
+1,555
278
$149K 0.01%
2,909
+857
279
$147K 0.01%
3,760
+1,340
280
$147K 0.01%
2,979
+2,829
281
$147K 0.01%
3,286
+2,413
282
$146K 0.01%
895
+126
283
$146K 0.01%
1,569
+552
284
$146K 0.01%
984
+282
285
$144K 0.01%
1,676
+204
286
$143K 0.01%
2,912
-1,284
287
$143K 0.01%
3,719
-4,146
288
$143K 0.01%
2,631
+783
289
$143K 0.01%
2,430
+792
290
$141K 0.01%
2,371
+1,352
291
$141K 0.01%
1,648
-5,354
292
$140K 0.01%
2,627
+98
293
$140K 0.01%
2,826
+2,500
294
$139K 0.01%
2,058
+757
295
$139K 0.01%
835
+238
296
$138K 0.01%
5,687
+967
297
$138K 0.01%
2,003
+932
298
$137K 0.01%
2,275
+757
299
$136K 0.01%
2,217
+74
300
$136K 0.01%
4,391
+3,365
10 11
12
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