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

Top Buys

1
+$290M
2
+$114M
3
+$99.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.8M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$18M

Top Sells

1
+$39.1M
2
+$13M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.38M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.18%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.07%
73,286
-10,968
52
$2M 0.07%
65,285
+5,303
53
$1.92M 0.07%
19,257
+1,498
54
$1.91M 0.07%
15,912
+304
55
$1.9M 0.07%
16,121
-184
56
$1.84M 0.07%
23,908
+9,456
57
$1.78M 0.06%
17,602
-631
58
$1.68M 0.06%
19,093
+4,028
59
$1.65M 0.06%
7,593
+191
60
$1.64M 0.06%
11,357
+3,725
61
$1.64M 0.06%
10,161
+789
62
$1.62M 0.06%
26,129
+6,194
63
$1.58M 0.06%
16,203
+1,003
64
$1.55M 0.06%
14,855
+1,316
65
$1.52M 0.05%
4,855
+1,374
66
$1.5M 0.05%
29,865
+10,064
67
$1.49M 0.05%
24,574
+8,500
68
$1.47M 0.05%
14,986
+863
69
$1.45M 0.05%
17,149
-5,390
70
$1.44M 0.05%
32,066
+880
71
$1.41M 0.05%
11,217
+1,428
72
$1.38M 0.05%
37,863
-2,858
73
$1.38M 0.05%
18,147
+3,048
74
$1.32M 0.05%
12,692
+3,733
75
$1.29M 0.05%
27,864
-18,374
1 2
3
4 5