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
326
$121K 0.01%
2,576
+339
327
$121K 0.01%
240,960
+9,040
328
$120K 0.01%
2,860
+2,034
329
$120K 0.01%
+2,810
330
$120K 0.01%
2,131
+1,004
331
$117K 0.01%
1,898
+479
332
$117K 0.01%
4,664
+823
333
$117K 0.01%
2,192
+211
334
$116K 0.01%
1,642
+397
335
$116K 0.01%
3,003
+1,015
336
$116K 0.01%
5,673
+1,874
337
$113K 0.01%
611
+123
338
$113K 0.01%
+598
339
$110K 0.01%
1,705
+472
340
$110K 0.01%
5,317
+2,389
341
$107K 0.01%
2,957
-648
342
$105K 0.01%
1,711
+288
343
$105K 0.01%
6,312
+4,618
344
$104K 0.01%
2,268
-1,404
345
$103K 0.01%
800
+183
346
$103K 0.01%
1,858
+1,493
347
$103K 0.01%
819
-1,684
348
$103K 0.01%
2,380
+1,038
349
$103K 0.01%
486
+328
350
$103K 0.01%
2,037
+66