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
301
$569K 0.01%
35,615
-23,229
302
$567K 0.01%
3,043
+893
303
$557K 0.01%
11,555
-847
304
$555K 0.01%
12,360
+904
305
$555K 0.01%
16,317
+4,763
306
$553K 0.01%
20,958
-1,967
307
$552K 0.01%
8,591
+247
308
$551K 0.01%
19,796
-4,291
309
$538K 0.01%
7,292
+3,930
310
$534K 0.01%
5,828
+305
311
$533K 0.01%
28,200
+17,633
312
$531K 0.01%
20,550
+4,593
313
$531K 0.01%
5,955
-205
314
$531K 0.01%
5,042
+45
315
$530K 0.01%
8,772
+387
316
$530K 0.01%
9,296
-1,612
317
$527K 0.01%
8,298
+936
318
$524K 0.01%
28,325
+2,903
319
$518K 0.01%
5,260
+413
320
$518K 0.01%
+5,421
321
$517K 0.01%
13,546
+2,062
322
$515K 0.01%
6,085
-65
323
$515K 0.01%
8,596
+657
324
$513K 0.01%
6,623
+1,282
325
$508K 0.01%
11,647
+3,598
11 12
13
14 15