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
$10.4B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Sells

1 +$48.6M
2 +$36.8M
3 +$35.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$30.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

Sector Composition

1 Technology 1.73%
2 Financials 1.63%
3 Healthcare 1.07%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADM icon
401
Archer Daniels Midland
ADM
$29.8B
$438K ﹤0.01%
8,709
+432
GPN icon
402
Global Payments
GPN
$21.1B
$438K ﹤0.01%
3,437
-21
EFA icon
403
iShares MSCI EAFE ETF
EFA
$69B
$434K ﹤0.01%
6,381
-6,595
MKC icon
404
McCormick & Company Non-Voting
MKC
$18B
$432K ﹤0.01%
6,558
+490
DLR icon
405
Digital Realty Trust
DLR
$61.1B
$420K ﹤0.01%
3,736
-102
KLAC icon
406
KLA
KLAC
$160B
$418K ﹤0.01%
4,105
-25
AOS icon
407
A.O. Smith
AOS
$9.61B
$398K ﹤0.01%
7,464
+169
HRB icon
408
H&R Block
HRB
$6.7B
$397K ﹤0.01%
+15,399
EVRG icon
409
Evergy
EVRG
$18B
$394K ﹤0.01%
+7,182
PH icon
410
Parker-Hannifin
PH
$98B
$392K ﹤0.01%
2,132
+28
FMC icon
411
FMC
FMC
$3.83B
$390K ﹤0.01%
5,153
-615
LH icon
412
Labcorp
LH
$22.9B
$380K ﹤0.01%
2,546
-238
ALXN
413
DELISTED
Alexion Pharmaceuticals
ALXN
$377K ﹤0.01%
2,714
-293
CPRT icon
414
Copart
CPRT
$42.7B
$369K ﹤0.01%
+28,676
DVA icon
415
DaVita
DVA
$9.26B
$369K ﹤0.01%
5,158
-381
HIG icon
416
Hartford Financial Services
HIG
$35.1B
$369K ﹤0.01%
7,383
-2,452
CAH icon
417
Cardinal Health
CAH
$38.9B
$366K ﹤0.01%
+6,779
MAA icon
418
Mid-America Apartment Communities
MAA
$15.6B
$365K ﹤0.01%
+3,647
RHI icon
419
Robert Half
RHI
$2.98B
$364K ﹤0.01%
+5,169
XYL icon
420
Xylem
XYL
$36.4B
$361K ﹤0.01%
4,516
-4,571
PARA
421
DELISTED
Paramount Global Class B
PARA
$359K ﹤0.01%
6,257
-1,935
CHRW icon
422
C.H. Robinson
CHRW
$15.2B
$354K ﹤0.01%
3,612
-141
WRK
423
DELISTED
WestRock Company
WRK
$351K ﹤0.01%
6,574
-223
GRMN icon
424
Garmin
GRMN
$48.4B
$350K ﹤0.01%
5,000
-205
KMX icon
425
CarMax
KMX
$6.62B
$349K ﹤0.01%
4,678
-128