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
276
$219K 0.01%
4,026
+2,088
277
$218K 0.01%
721
-98
278
$218K 0.01%
2,873
+817
279
$217K 0.01%
4,660
-1,393
280
$215K 0.01%
19,442
+3,803
281
$213K 0.01%
5,334
-2,133
282
$211K 0.01%
2,080
+325
283
$210K 0.01%
20,540
+11,712
284
$210K 0.01%
1,980
+653
285
$210K 0.01%
4,906
-44
286
$208K 0.01%
8,936
+554
287
$205K 0.01%
1,475
+1,223
288
$205K 0.01%
1,704
+653
289
$204K 0.01%
1,629
-233
290
$204K 0.01%
7,499
-585
291
$203K 0.01%
2,972
+35
292
$199K 0.01%
2,217
+889
293
$167K 0.01%
17,391
+900
294
$142K 0.01%
5,053
+2,525
295
$81K ﹤0.01%
11,990
+2,179
296
$73K ﹤0.01%
1,035
-98
297
$37K ﹤0.01%
10,634
-199
298
– –
-331
299
– –
-2,082
300
– –
-667
10 11
12
13 14