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

Top Buys

1 +$77.3M
2 +$74.7M
3 +$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1 +$28.4M
2 +$28.2M
3 +$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
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
376
$90K 0.01%
1,108
+363
377
$89K 0.01%
711
-337
378
$89K 0.01%
8,397
+3,732
379
$89K 0.01%
1,119
+435
380
$89K 0.01%
1,639
+368
381
$88K 0.01%
+1,560
382
$88K 0.01%
762
-94
383
$88K 0.01%
1,822
+1,211
384
$86K 0.01%
7,268
+2,992
385
$86K 0.01%
806
-40
386
$85K 0.01%
460
+103
387
$84K ﹤0.01%
+6,000
388
$84K ﹤0.01%
6,327
+5,010
389
$83K ﹤0.01%
1,593
+615
390
$83K ﹤0.01%
1,133
+235
391
$82K ﹤0.01%
2,421
+770
392
$82K ﹤0.01%
2,226
+1,869
393
$81K ﹤0.01%
3,615
+1,551
394
$79K ﹤0.01%
1,564
-76
395
$79K ﹤0.01%
781
+218
396
$78K ﹤0.01%
1,138
+203
397
$78K ﹤0.01%
1,404
+607
398
$78K ﹤0.01%
985
+179
399
$78K ﹤0.01%
1,596
-427
400
$78K ﹤0.01%
1,273
+299