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
276
$649K 0.01%
+2,842
277
$646K 0.01%
17,014
+3,585
278
$645K 0.01%
11,645
+5,154
279
$639K 0.01%
17,724
-64
280
$639K 0.01%
4,853
+1,663
281
$636K 0.01%
6,962
+837
282
$633K 0.01%
5,383
-1,442
283
$628K 0.01%
8,914
+2,290
284
$626K 0.01%
16,685
+1,921
285
$621K 0.01%
5,466
+2,864
286
$619K 0.01%
30,882
+18,935
287
$616K 0.01%
3,668
-216
288
$616K 0.01%
10,120
+2,771
289
$615K 0.01%
1,378
+45
290
$612K 0.01%
4,124
-102
291
$609K 0.01%
+30,228
292
$604K 0.01%
12,710
-782
293
$603K 0.01%
4,333
+524
294
$582K 0.01%
7,575
-2,101
295
$582K 0.01%
5,713
+1,318
296
$581K 0.01%
10,343
+5,499
297
$578K 0.01%
6,955
+815
298
$577K 0.01%
98,775
+40,582
299
$575K 0.01%
10,654
+1,111
300
$572K 0.01%
11,870
+392
10 11
12
13 14