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
576
– –
-289
577
– –
-184
578
– –
-65
579
– –
-1
580
– –
-396
581
– –
-235
582
– –
-47
583
– –
-187
584
– –
-680
585
– –
-913
586
– –
-1,228
587
– –
-624
588
– –
-105
589
– –
-1
590
– –
-286
591
– –
-4,747
592
– –
-837
593
– –
-308
594
– –
-1,797
595
– –
-1
596
– –
-36
597
– –
-413
598
– –
-720
599
– –
-41
600
– –
-134
22 23
24
25 26