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
26
$14.9M 0.19%
309,980
+50,460
27
$12.1M 0.16%
92,884
+902
28
$11.6M 0.15%
121,926
+19,357
29
$11.5M 0.15%
62,637
+10,308
30
$10.8M 0.14%
217,386
+61,233
31
$10.7M 0.14%
420,621
+35,287
32
$10.2M 0.13%
210,100
+24,100
33
$10.1M 0.13%
139,274
+15,931
34
$8.31M 0.11%
91,306
+16,809
35
$8.29M 0.11%
42,331
+1,953
36
$8.12M 0.1%
274,463
-662
37
$7.87M 0.1%
66,962
+11,600
38
$7.59M 0.1%
72,124
+9,363
39
$7.12M 0.09%
43,507
+3,750
40
$6.83M 0.09%
83,315
-35,958
41
$6.21M 0.08%
69,942
+7,875
42
$6.17M 0.08%
214,002
-116,839
43
$5.93M 0.08%
154,176
-26,845
44
$5.69M 0.07%
22,389
+2,805
45
$5.62M 0.07%
165,856
+62,771
46
$5.61M 0.07%
35,830
+1,651
47
$5.55M 0.07%
112,086
+43,371
48
$5.54M 0.07%
49,899
+1,416
49
$5.5M 0.07%
267,262
-37,824
50
$5.41M 0.07%
37,106
+4,147
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