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
+$198M
2
+$121M
3
+$31.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.8M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$26.1M

Top Sells

1
+$141M
2
+$44.7M
3
+$16.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.29M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.58M

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
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