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
$3.16B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$126M
3
+$31.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$30.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.6M

Top Sells

1
+$155M
2
+$46.7M
3
+$17.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.69M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.31%
3 Healthcare 1.19%
4 Consumer Staples 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.07%
26,180
-3,293
52
$2.14M 0.07%
15,376
+4,159
53
$2.08M 0.07%
64,184
-57,880
54
$2.08M 0.07%
28,138
+21,627
55
$2.07M 0.07%
20,813
-11,508
56
$2.03M 0.06%
48,572
-9,380
57
$1.99M 0.06%
87,345
+63,060
58
$1.98M 0.06%
41,035
-23,072
59
$1.97M 0.06%
13,134
-755
60
$1.96M 0.06%
21,352
+3,750
61
$1.94M 0.06%
30,400
-9,646
62
$1.9M 0.06%
33,337
+14,280
63
$1.81M 0.06%
29,429
-5,344
64
$1.81M 0.06%
31,499
+9,789
65
$1.74M 0.05%
24,552
+10,950
66
$1.73M 0.05%
7,818
+225
67
$1.71M 0.05%
22,832
-1,076
68
$1.69M 0.05%
59,369
-25,275
69
$1.67M 0.05%
27,997
-7,934
70
$1.59M 0.05%
10,096
-65
71
$1.56M 0.05%
75,424
+34,304
72
$1.52M 0.05%
30,036
+171
73
$1.46M 0.05%
28,511
+21,423
74
$1.43M 0.05%
12,381
-2,474
75
$1.42M 0.04%
13,438
+4,763
1 2
3
4 5