W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
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 +$77.3M
2 +$74.7M
3 +$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1 +$28.4M
2 +$28.2M
3 +$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
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
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+11
603
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+105
604
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605
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606
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607
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608
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609
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610
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611
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13
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615
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+10
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60
-114
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20
618
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619
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621
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23
622
$1K ﹤0.01%
+36
623
$1K ﹤0.01%
2
-5
624
$1K ﹤0.01%
+23
625
$1K ﹤0.01%
+9