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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$74.7M
3
+$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1
+$28.4M
2
+$28.2M
3
+$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
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
301
$136K 0.01%
8,538
+3,525
302
$135K 0.01%
5,660
+1,731
303
$133K 0.01%
1,600
-523
304
$133K 0.01%
1,381
+26
305
$132K 0.01%
5,739
-803
306
$131K 0.01%
3,389
+315
307
$130K 0.01%
3,249
+848
308
$130K 0.01%
2,479
+1,234
309
$130K 0.01%
2,567
+1,841
310
$130K 0.01%
2,229
+576
311
$130K 0.01%
2,599
+941
312
$129K 0.01%
1,727
+855
313
$129K 0.01%
1,004
+367
314
$128K 0.01%
1,494
+822
315
$128K 0.01%
1,901
-161
316
$127K 0.01%
1,602
-512
317
$126K 0.01%
2,002
+494
318
$125K 0.01%
6,122
+4,175
319
$125K 0.01%
1,175
+679
320
$124K 0.01%
2,949
-1,307
321
$124K 0.01%
1,596
+428
322
$123K 0.01%
3,621
+1,209
323
$123K 0.01%
1,843
+334
324
$122K 0.01%
8,900
+1,850
325
$121K 0.01%
1,717
+82
11 12
13
14 15