W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+2.96%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$2.78B
AUM Growth
+$278M
(+11%)
Cap. Flow
+$560M
Cap. Flow
% of AUM
20.15%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
1,418
New
–
Increased
222
Reduced
75
Closed
1,107
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$290M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$114M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$99.7M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$19.8M |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$18M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$39.1M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$13M |
| 3 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$8.38M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$5.66M |
| 5 |
Apple
AAPL
|
+$4.38M |
Sector Composition
| 1 | Communication Services | 1.83% |
| 2 | Financials | 1.4% |
| 3 | Healthcare | 1.36% |
| 4 | Technology | 1.18% |
| 5 | Consumer Discretionary | 0.93% |