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
$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
State Street Energy Select Sector SPDR ETF
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
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.3%
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
326
$183K 0.01%
10,945
-147
327
$182K 0.01%
+10,910
328
$173K 0.01%
+10,765
329
$165K 0.01%
+13,398
330
$149K ﹤0.01%
5,073
+20
331
$121K ﹤0.01%
+11,573
332
$114K ﹤0.01%
14,459
-2,932
333
$86K ﹤0.01%
1,031
-4
334
– –
-1,731
335
– –
-7,384
336
– –
-4,176
337
– –
-1,382
338
– –
-2,147
339
– –
-6,334
340
– –
-1,551
341
– –
-4,098
342
– –
-4,449
343
– –
-2,235
344
– –
-20,540
345
– –
-31,710
346
– –
-5,483
347
– –
-3,928
348
– –
-2,938
349
– –
-1,704
350
– –
-3,447
11 12 13
14
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