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
476
$222K ﹤0.01%
1,204
-444
477
$221K ﹤0.01%
+7,721
478
$218K ﹤0.01%
3,164
+48
479
$215K ﹤0.01%
6,559
-1,214
480
$215K ﹤0.01%
4,708
-1,084
481
$214K ﹤0.01%
+3,721
482
$213K ﹤0.01%
+6,083
483
$213K ﹤0.01%
+5,952
484
$212K ﹤0.01%
+2,220
485
$211K ﹤0.01%
3,192
-180
486
$211K ﹤0.01%
+3,828
487
$211K ﹤0.01%
+870
488
$211K ﹤0.01%
2,000
-381
489
$210K ﹤0.01%
+5,600
490
$208K ﹤0.01%
+4,110
491
$208K ﹤0.01%
+1,828
492
$202K ﹤0.01%
+3,743
493
$200K ﹤0.01%
+6,168
494
$200K ﹤0.01%
+6,200
495
$146K ﹤0.01%
+5,940
496
$52K ﹤0.01%
+11,072
497
– –
-2,445
498
– –
-1,771
499
– –
-1,413
500
– –
-5,915
18 19
20
21 22