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
551
$18K ﹤0.01%
+490
552
$18K ﹤0.01%
756
-1,038
553
$17K ﹤0.01%
330
-228
554
$16K ﹤0.01%
274
-661
555
$16K ﹤0.01%
+200
556
$16K ﹤0.01%
142
+86
557
$15K ﹤0.01%
214
+152
558
$14K ﹤0.01%
+700
559
$14K ﹤0.01%
316
-702
560
$14K ﹤0.01%
528
+89
561
$13K ﹤0.01%
561
-1,905
562
$13K ﹤0.01%
+422
563
$13K ﹤0.01%
626
+162
564
$12K ﹤0.01%
+127
565
$12K ﹤0.01%
+664
566
$12K ﹤0.01%
+850
567
$11K ﹤0.01%
+260
568
$11K ﹤0.01%
+265
569
$11K ﹤0.01%
+144
570
$10K ﹤0.01%
66
-32
571
$9K ﹤0.01%
+656
572
$9K ﹤0.01%
248
-77
573
$8K ﹤0.01%
+212
574
$8K ﹤0.01%
+158
575
$8K ﹤0.01%
899
+208
21 22
23
24 25