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
$2.43B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Sells

1 +$19.5M
2 +$5.72M
3 +$4.42M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$562K

Sector Composition

1 Communication Services 2.26%
2 Financials 1.31%
3 Healthcare 1.18%
4 Technology 1.02%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$19K ﹤0.01%
131
+121
652
$19K ﹤0.01%
465
+267
653
$19K ﹤0.01%
252
+203
654
$19K ﹤0.01%
470
+168
655
$19K ﹤0.01%
357
+144
656
$19K ﹤0.01%
+2,400
657
$18K ﹤0.01%
3,530
+3,093
658
$18K ﹤0.01%
460
+373
659
$18K ﹤0.01%
223
+83
660
$18K ﹤0.01%
111
+67
661
$18K ﹤0.01%
269
+223
662
$18K ﹤0.01%
343
+269
663
$18K ﹤0.01%
158
+33
664
$18K ﹤0.01%
+273
665
$18K ﹤0.01%
243
+101
666
$18K ﹤0.01%
+1,028
667
$18K ﹤0.01%
194
+126
668
$18K ﹤0.01%
290
+124
669
$18K ﹤0.01%
180
+145
670
$18K ﹤0.01%
+5
671
$18K ﹤0.01%
501
+312
672
$18K ﹤0.01%
241
+94
673
$18K ﹤0.01%
1,034
+678
674
$18K ﹤0.01%
204
+130
675
$17K ﹤0.01%
297
+207