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
301
$217K 0.01%
+4,115
302
$216K 0.01%
+1,730
303
$214K 0.01%
+1,942
304
$213K 0.01%
+3,437
305
$212K 0.01%
+4,227
306
$212K 0.01%
+2,918
307
$212K 0.01%
+6,757
308
$212K 0.01%
+5,520
309
$211K 0.01%
2,777
-96
310
$210K 0.01%
2,426
-683
311
$210K 0.01%
1,847
-238
312
$210K 0.01%
9,130
+194
313
$209K 0.01%
+3,080
314
$208K 0.01%
+4,677
315
$208K 0.01%
+7,539
316
$206K 0.01%
+6,233
317
$206K 0.01%
+3,168
318
$205K 0.01%
+21,750
319
$203K 0.01%
+6,044
320
$203K 0.01%
+4,302
321
$202K 0.01%
1,289
-297
322
$201K 0.01%
+1,260
323
$201K 0.01%
2,441
+361
324
$200K 0.01%
+8,491
325
$194K 0.01%
8,448
-2,604
11 12
13
14 15