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
276
$252K 0.01%
+3,150
277
$250K 0.01%
+3,825
278
$245K 0.01%
6,593
-976
279
$244K 0.01%
7,341
-1,276
280
$242K 0.01%
+2,929
281
$241K 0.01%
+5,678
282
$240K 0.01%
+6,660
283
$237K 0.01%
7,522
-728
284
$236K 0.01%
2,062
-157
285
$236K 0.01%
5,101
-782
286
$235K 0.01%
+3,883
287
$234K 0.01%
+3,669
288
$234K 0.01%
+4,939
289
$232K 0.01%
+4,549
290
$232K 0.01%
2,400
+27
291
$231K 0.01%
+2,324
292
$231K 0.01%
+27,960
293
$229K 0.01%
+7,953
294
$227K 0.01%
+8,527
295
$224K 0.01%
+2,025
296
$222K 0.01%
+7,760
297
$220K 0.01%
610
-416
298
$220K 0.01%
+5,498
299
$218K 0.01%
5,185
-149
300
$217K 0.01%
9,082
-2,262
10 11
12
13 14