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
426
$292K ﹤0.01%
4,920
-12
427
$292K ﹤0.01%
+10,837
428
$291K ﹤0.01%
+47,250
429
$291K ﹤0.01%
2,039
+67
430
$290K ﹤0.01%
7,193
-1,497
431
$289K ﹤0.01%
2,662
+345
432
$286K ﹤0.01%
3,381
-165
433
$286K ﹤0.01%
+2,038
434
$279K ﹤0.01%
3,082
-56
435
$274K ﹤0.01%
7,026
-589
436
$274K ﹤0.01%
25,445
-64,796
437
$273K ﹤0.01%
6,057
+312
438
$273K ﹤0.01%
10,674
-216
439
$272K ﹤0.01%
+14,984
440
$272K ﹤0.01%
6,541
-2,347
441
$270K ﹤0.01%
+5,004
442
$269K ﹤0.01%
7,680
-791
443
$268K ﹤0.01%
+3,308
444
$267K ﹤0.01%
1,404
+35
445
$266K ﹤0.01%
10,332
-680
446
$263K ﹤0.01%
2,413
-491
447
$263K ﹤0.01%
+3,237
448
$262K ﹤0.01%
3,087
-168
449
$261K ﹤0.01%
+7,500
450
$259K ﹤0.01%
+1,012
16 17
18
19 20