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
$3.16B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$126M
3
+$31.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$30.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.6M

Top Sells

1
+$155M
2
+$46.7M
3
+$17.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.69M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.31%
3 Healthcare 1.19%
4 Consumer Staples 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 0.25%
267,704
+145,952
27
$7.84M 0.25%
51,478
+6,687
28
$6.32M 0.2%
58,441
+25,049
29
$5.46M 0.17%
101,009
+73,145
30
$5.34M 0.17%
64,941
+27,883
31
$4.88M 0.15%
+128,060
32
$4.59M 0.15%
154,620
-31,020
33
$4.54M 0.14%
+121,940
34
$4.15M 0.13%
89,425
+32,284
35
$4M 0.13%
28,167
+6,072
36
$3.71M 0.12%
59,241
+13,626
37
$3.69M 0.12%
37,617
+18,524
38
$3.51M 0.11%
71,476
-37,159
39
$3.49M 0.11%
27,740
+5,414
40
$3.44M 0.11%
36,005
-3,763
41
$3.43M 0.11%
33,459
+14,202
42
$3.24M 0.1%
106,138
+32,852
43
$3.23M 0.1%
24,218
-6,829
44
$3.23M 0.1%
25,018
+8,897
45
$2.85M 0.09%
69,755
+31,892
46
$2.72M 0.09%
201,420
+40,727
47
$2.66M 0.08%
25,642
+10,656
48
$2.6M 0.08%
43,915
-11,939
49
$2.49M 0.08%
32,578
-1,348
50
$2.35M 0.07%
22,033
+11,606
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