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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$72.9M
3
+$31.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.5M

Top Sells

1
+$29.2M
2
+$27.6M
3
+$11.2M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.27%
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
351
$102K 0.01%
5,634
+2,382
352
$102K 0.01%
2,157
-1,993
353
$102K 0.01%
2,806
-922
354
$101K 0.01%
522
+126
355
$100K 0.01%
1,322
+7
356
$99K 0.01%
3,250
+2,378
357
$98K 0.01%
2,168
+336
358
$97K 0.01%
1,585
-168
359
$97K 0.01%
2,822
-372
360
$97K 0.01%
2,486
+248
361
$96K 0.01%
1,443
+66
362
$96K 0.01%
2,229
+1,193
363
$94K 0.01%
1,638
+142
364
$94K 0.01%
1,942
-4,225
365
$93K 0.01%
2,547
-3,403
366
$93K 0.01%
1,086
-415
367
$93K 0.01%
2,577
+518
368
$93K 0.01%
1,320
-259
369
$92K 0.01%
444
+185
370
$92K 0.01%
2,619
+52
371
$91K 0.01%
2,546
+628
372
$91K 0.01%
1,930
+978
373
$90K 0.01%
2,387
-1,901
374
$90K 0.01%
2,130
+1,022
375
$90K 0.01%
1,192
-285
13 14
15
16 17