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
326
$505K 0.01%
17,295
+4,196
327
$505K 0.01%
6,411
+2,069
328
$502K 0.01%
10,832
+1,999
329
$497K 0.01%
13,490
+476
330
$496K 0.01%
+16,621
331
$492K 0.01%
8,311
-879
332
$491K 0.01%
33,372
-9,901
333
$491K 0.01%
+10,411
334
$488K 0.01%
1,921
+366
335
$480K 0.01%
7,438
-2,153
336
$478K 0.01%
4,512
+57
337
$476K 0.01%
14,351
+2,214
338
$474K 0.01%
3,712
+718
339
$472K 0.01%
3,124
-21
340
$471K 0.01%
17,032
+380
341
$471K 0.01%
+47,088
342
$469K 0.01%
9,806
+2,612
343
$468K 0.01%
10,702
+3,022
344
$464K 0.01%
3,021
-1,512
345
$457K 0.01%
4,432
+73
346
$455K 0.01%
+10,814
347
$454K 0.01%
4,247
+1,808
348
$450K 0.01%
7,756
-602
349
$449K 0.01%
9,431
+2,711
350
$441K 0.01%
3,377
+57
12 13
14
15 16