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
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$114M
3
+$99.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.8M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$18M

Top Sells

1
+$39.1M
2
+$13M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.38M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.18%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.47M 0.2%
70,186
+23,644
27
$5.25M 0.19%
108,635
-14,312
28
$4.57M 0.16%
173,572
-166,604
29
$4.21M 0.15%
122,064
+10,878
30
$4.11M 0.15%
31,047
+1,700
31
$3.69M 0.13%
55,854
+14,834
32
$3.58M 0.13%
39,768
+16,830
33
$3.48M 0.13%
64,107
+5,673
34
$3.43M 0.12%
33,392
+10,366
35
$3.4M 0.12%
32,321
+2,645
36
$3.16M 0.11%
121,752
+20,788
37
$3M 0.11%
57,952
+18,525
38
$2.94M 0.11%
37,058
+6,923
39
$2.92M 0.1%
22,095
+163
40
$2.75M 0.1%
40,046
+12,645
41
$2.7M 0.1%
160,693
+29,404
42
$2.65M 0.1%
45,615
+1,691
43
$2.64M 0.09%
22,326
+2,674
44
$2.63M 0.09%
33,926
+678
45
$2.46M 0.09%
57,141
+12,778
46
$2.38M 0.09%
29,473
-9,259
47
$2.3M 0.08%
84,644
+11,223
48
$2.25M 0.08%
13,889
+7,018
49
$2.17M 0.08%
34,773
-2,369
50
$2.16M 0.08%
35,931
+2,698
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