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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
626
$1K ﹤0.01%
+15
627
$1K ﹤0.01%
+3
628
$1K ﹤0.01%
23
629
$1K ﹤0.01%
+36
630
$1K ﹤0.01%
2
-5
631
$1K ﹤0.01%
+23
632
$1K ﹤0.01%
+31
633
$1K ﹤0.01%
+60
634
$1K ﹤0.01%
+11
635
$1K ﹤0.01%
+68
636
$1K ﹤0.01%
58
+22
637
$1K ﹤0.01%
16
-291
638
$1K ﹤0.01%
+15
639
$1K ﹤0.01%
17
640
$1K ﹤0.01%
+7
641
$1K ﹤0.01%
+13
642
$1K ﹤0.01%
+211
643
$1K ﹤0.01%
+8
644
$1K ﹤0.01%
+10
645
$1K ﹤0.01%
+185
646
$1K ﹤0.01%
+25
647
$1K ﹤0.01%
10
648
$1K ﹤0.01%
+10
649
$1K ﹤0.01%
+30
650
$1K ﹤0.01%
+50
24 25
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