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
401
$331K ﹤0.01%
+5,568
402
$330K ﹤0.01%
14,490
+4,320
403
$328K ﹤0.01%
+9,442
404
$326K ﹤0.01%
10,495
-6,919
405
$324K ﹤0.01%
6,316
+1,098
406
$324K ﹤0.01%
3,574
+214
407
$321K ﹤0.01%
5,118
+300
408
$320K ﹤0.01%
3,280
-603
409
$316K ﹤0.01%
+5,141
410
$315K ﹤0.01%
2,430
+75
411
$314K ﹤0.01%
16,257
-2,509
412
$314K ﹤0.01%
1,749
-17
413
$313K ﹤0.01%
2,027
+145
414
$312K ﹤0.01%
3,926
-486
415
$305K ﹤0.01%
6,848
-2,165
416
$305K ﹤0.01%
4,103
+868
417
$304K ﹤0.01%
+3,795
418
$303K ﹤0.01%
+2,727
419
$302K ﹤0.01%
+8,256
420
$301K ﹤0.01%
5,364
-310
421
$301K ﹤0.01%
1,596
+140
422
$300K ﹤0.01%
1,457
-292
423
$298K ﹤0.01%
3,182
-423
424
$297K ﹤0.01%
+19,187
425
$297K ﹤0.01%
4,010
-261
15 16
17
18 19