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
351
$439K 0.01%
10,136
-4,325
352
$436K 0.01%
7,289
+3,048
353
$436K 0.01%
696
+5
354
$434K 0.01%
5,354
-148
355
$434K 0.01%
+37,056
356
$433K 0.01%
2,236
-79
357
$433K 0.01%
2,923
+1,493
358
$430K 0.01%
3,876
-3
359
$429K 0.01%
2,449
-375
360
$429K 0.01%
+8,133
361
$422K 0.01%
33,078
+13,028
362
$421K 0.01%
3,908
+178
363
$421K 0.01%
+20,293
364
$420K 0.01%
5,936
-171
365
$418K 0.01%
+3,367
366
$414K 0.01%
5,455
+88
367
$412K 0.01%
1,664
-36
368
$408K 0.01%
6,348
-1,571
369
$407K 0.01%
3,087
-768
370
$403K 0.01%
9,483
+3,883
371
$403K 0.01%
2,744
+195
372
$403K 0.01%
6,153
-181
373
$400K 0.01%
+11,170
374
$399K 0.01%
7,407
-1,293
375
$398K 0.01%
3,694
+1,383
13 14
15
16 17