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
376
$397K 0.01%
8,196
+1,176
377
$394K 0.01%
6,952
-278
378
$392K 0.01%
12,723
+5,788
379
$392K 0.01%
4,267
+1,202
380
$391K 0.01%
2,872
+198
381
$390K 0.01%
2,619
-111
382
$390K 0.01%
+4,537
383
$376K ﹤0.01%
6,503
-970
384
$373K ﹤0.01%
8,756
+4,194
385
$366K ﹤0.01%
5,138
-342
386
$365K ﹤0.01%
+10,700
387
$365K ﹤0.01%
+3,179
388
$365K ﹤0.01%
9,610
+3,583
389
$361K ﹤0.01%
3,323
-782
390
$360K ﹤0.01%
2,737
-42
391
$359K ﹤0.01%
2,307
+760
392
$359K ﹤0.01%
15,897
+5,758
393
$355K ﹤0.01%
5,496
-900
394
$353K ﹤0.01%
31,997
+9,532
395
$351K ﹤0.01%
2,787
+76
396
$351K ﹤0.01%
2,931
-732
397
$338K ﹤0.01%
4,413
+63
398
$336K ﹤0.01%
2,337
-140
399
$335K ﹤0.01%
+7,612
400
$333K ﹤0.01%
+8,559
14 15
16
17 18