W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$80.3M
2
+$72.9M
3
+$31.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.5M

Top Sells

1
+$29.2M
2
+$27.6M
3
+$11.2M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.27%
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
476
$52K ﹤0.01%
+490
477
$51K ﹤0.01%
2,391
+905
478
$50K ﹤0.01%
1,033
+775
479
$50K ﹤0.01%
1,146
+222
480
$50K ﹤0.01%
1,705
+277
481
$50K ﹤0.01%
454
+223
482
$50K ﹤0.01%
1,850
+251
483
$49K ﹤0.01%
1,113
-433
484
$49K ﹤0.01%
1,286
-2,402
485
$49K ﹤0.01%
1,621
+981
486
$48K ﹤0.01%
+460
487
$48K ﹤0.01%
+402
488
$47K ﹤0.01%
1,007
+6
489
$47K ﹤0.01%
+452
490
$46K ﹤0.01%
+1,450
491
$46K ﹤0.01%
1,329
+174
492
$46K ﹤0.01%
1,917
-1,001
493
$46K ﹤0.01%
4,516
-3,017
494
$45K ﹤0.01%
2,505
+727
495
$44K ﹤0.01%
3,194
+554
496
$44K ﹤0.01%
11
+7
497
$43K ﹤0.01%
432
+157
498
$42K ﹤0.01%
1,191
+110
499
$42K ﹤0.01%
648
-80
500
$41K ﹤0.01%
1,172
-237
18 19
20
21 22