W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+2.75%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$10.4B
AUM Growth
+$571M
(+5.8%)
Cap. Flow
+$321M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
75.49%
Holding
534
New
36
Increased
231
Reduced
241
Closed
23
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$48.6M |
| 2 |
Vanguard Energy ETF
VDE
|
$36.8M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$35.8M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$30.2M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$16.4M |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.91% |
