We are live on ! Find out more
W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$119M
3
+$105M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$19.1M

Top Sells

1
+$41.2M
2
+$13.3M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.76M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-1,756
327
– –
-3,429
328
– –
-220
329
– –
-389
330
– –
-4,423
331
– –
-3,513
332
– –
-2,730
333
– –
-1,777
334
– –
-3,848
335
– –
-1
336
– –
-113
337
– –
-1
338
– –
-25
339
– –
-490
340
– –
-1,064
341
– –
-1,637
342
– –
-1,212
343
– –
-40,966
344
– –
-57
345
– –
-3,780
346
– –
-337
347
– –
-46
348
– –
-40
349
– –
-330
350
– –
-1
12 13
14
15 16