W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
-0.12%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$1.71B
AUM Growth
+$266M
(+18%)
Cap. Flow
+$272M
Cap. Flow
% of AUM
15.91%
Top 10 Holdings %
Top 10 Hldgs %
81.06%
Holding
1,237
New
552
Increased
409
Reduced
144
Closed
110
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$77.3M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$74.7M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$31.4M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$30.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$29.8M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$28.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$28.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$11.5M |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$9.34M |
| 5 |
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% |