We are live on ! Find out more
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
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$119M
3
+$105M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$19.1M

Top Sells

1
+$41.2M
2
+$13.3M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.76M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-64
502
– –
-685
503
– –
-4,275
504
– –
-1,484
505
– –
-619
506
– –
-456
507
– –
-726
508
– –
-9
509
– –
0
510
– –
-1,083
511
– –
-914
512
– –
-1,239
513
– –
-1
514
– –
-283
515
– –
-916
516
– –
-4
517
– –
-10
518
– –
-1,563
519
– –
-385
520
– –
-1
521
– –
-1
522
– –
-1
523
– –
-297
524
– –
-213
525
– –
-1,271
19 20
21
22 23