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
601
$3K ﹤0.01%
14
-75
602
$2K ﹤0.01%
90
603
$2K ﹤0.01%
+75
604
$2K ﹤0.01%
+140
605
$2K ﹤0.01%
+11
606
$2K ﹤0.01%
+105
607
$2K ﹤0.01%
+11
608
$2K ﹤0.01%
+32
609
$2K ﹤0.01%
+350
610
$2K ﹤0.01%
19
611
$2K ﹤0.01%
22
-14
612
$2K ﹤0.01%
+75
613
$1K ﹤0.01%
+10
614
$1K ﹤0.01%
+185
615
$1K ﹤0.01%
+25
616
$1K ﹤0.01%
500
617
$1K ﹤0.01%
10
618
$1K ﹤0.01%
+19
619
$1K ﹤0.01%
13
-28
620
$1K ﹤0.01%
+15
621
$1K ﹤0.01%
+3
622
$1K ﹤0.01%
23
623
$1K ﹤0.01%
+36
624
$1K ﹤0.01%
2
-5
625
$1K ﹤0.01%
+23
23 24
25
26 27