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
$7.75B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$71.9M
3
+$63.9M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$59.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.2M

Top Sells

1
+$9.27M
2
+$3.27M
3
+$3.06M
4
XOM icon
Exxon Mobil
XOM
+$2.86M
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
501
– –
-2,445
502
– –
-1,771
503
– –
-1,413
504
– –
-5,915
505
– –
-2,695
506
– –
-6,891
507
– –
-2,259
508
– –
-4,280
509
– –
-5,569
510
– –
-9,497
511
– –
-8,227
512
– –
-4,367
513
– –
-3,976
514
– –
-65,790
515
– –
-6,235
516
– –
-1,155
517
– –
-2,830
518
– –
-2,862
519
– –
-5,708
520
– –
-3,941
521
– –
-28,412
522
– –
-7,613
523
– –
-28,217
524
– –
-8,018
525
– –
-4,572
18 19 20
21
22