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
576
$7K ﹤0.01%
+64
577
$7K ﹤0.01%
+65
578
$7K ﹤0.01%
+86
579
$7K ﹤0.01%
+183
580
$6K ﹤0.01%
+111
581
$6K ﹤0.01%
100
582
$6K ﹤0.01%
+100
583
$6K ﹤0.01%
+128
584
$6K ﹤0.01%
+300
585
$5K ﹤0.01%
41
+17
586
$5K ﹤0.01%
100
587
$5K ﹤0.01%
228
-142
588
$5K ﹤0.01%
+100
589
$5K ﹤0.01%
+100
590
$5K ﹤0.01%
+150
591
$5K ﹤0.01%
48
-68
592
$5K ﹤0.01%
+152
593
$5K ﹤0.01%
94
+10
594
$4K ﹤0.01%
+11
595
$4K ﹤0.01%
+102
596
$3K ﹤0.01%
380
-4,928
597
$3K ﹤0.01%
+24
598
$3K ﹤0.01%
+324
599
$3K ﹤0.01%
275
600
$3K ﹤0.01%
+48
22 23
24
25 26