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
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$119M
3
+$105M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$19.1M

Top Sells

1
+$41.2M
2
+$13.3M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.76M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-1
652
– –
-2,359
653
– –
-745
654
– –
-380
655
– –
-1
656
– –
-513
657
– –
-83
658
– –
-96
659
– –
-80
660
– –
-9
661
– –
-1,090
662
– –
-411
663
– –
-1
664
– –
-1,825
665
– –
-714
666
– –
-890
667
– –
-1
668
– –
-501
669
– –
-140
670
– –
0
671
– –
-735
672
– –
-910
673
– –
-690
674
– –
-392
675
– –
-15
25 26
27
28 29