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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1 +$77.3M
2 +$74.7M
3 +$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1 +$28.4M
2 +$28.2M
3 +$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.94M 0.11%
35,303
+6,545
27
$1.82M 0.11%
37,650
+167
28
$1.64M 0.1%
17,966
+3,964
29
$1.53M 0.09%
16,599
+35
30
$1.35M 0.08%
21,602
+5,465
31
$1.3M 0.08%
24,061
+6,855
32
$1.3M 0.08%
35,866
+7,594
33
$1.18M 0.07%
66,207
+26,895
34
$1.09M 0.06%
25,753
+6,158
35
$1.08M 0.06%
11,439
+2,786
36
$1.05M 0.06%
37,932
+8,487
37
$1.04M 0.06%
8,724
+1,802
38
$985K 0.06%
8,808
+2,362
39
$955K 0.06%
10,142
+890
40
$949K 0.06%
9,038
+2,088
41
$877K 0.05%
9,107
+2,087
42
$864K 0.05%
15,950
-1,503
43
$857K 0.05%
19,064
+4,727
44
$771K 0.05%
29,200
-20,235
45
$763K 0.04%
26,646
+6,480
46
$760K 0.04%
26,210
-572
47
$758K 0.04%
3,910
+1,715
48
$757K 0.04%
41,532
+15,921
49
$752K 0.04%
7,977
-481
50
$750K 0.04%
7,416
+2,792