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
451
$248K ﹤0.01%
4,646
-1,313
452
$247K ﹤0.01%
9,247
+649
453
$247K ﹤0.01%
+2,801
454
$245K ﹤0.01%
2,492
+66
455
$245K ﹤0.01%
1,996
+235
456
$244K ﹤0.01%
6,445
457
$244K ﹤0.01%
+14,480
458
$241K ﹤0.01%
2,348
-3
459
$240K ﹤0.01%
4,955
-1,473
460
$240K ﹤0.01%
+2,163
461
$239K ﹤0.01%
2,514
+107
462
$237K ﹤0.01%
3,360
-29
463
$236K ﹤0.01%
+3,678
464
$235K ﹤0.01%
2,066
-1,211
465
$234K ﹤0.01%
6,947
-736
466
$234K ﹤0.01%
5,867
+78
467
$230K ﹤0.01%
5,703
-4,933
468
$228K ﹤0.01%
2,997
-1,486
469
$228K ﹤0.01%
698
-30
470
$228K ﹤0.01%
4,169
-1,223
471
$227K ﹤0.01%
2,106
-251
472
$226K ﹤0.01%
3,508
-1,383
473
$224K ﹤0.01%
1,890
-246
474
$223K ﹤0.01%
+1,683
475
$222K ﹤0.01%
+6,364
17 18
19
20 21