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
$7.75B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$71.8M
3
+$64.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$60.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$60.7M

Top Sells

1
+$9.24M
2
+$3.37M
3
+$3.35M
4
XOM icon
Exxon Mobil
XOM
+$2.95M
5
DD
Du Pont De Nemours E I
DD
+$2.29M

Sector Composition

1 Financials 1.77%
2 Technology 1.66%
3 Communication Services 1.45%
4 Healthcare 1.08%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.33M 0.07%
96,592
+24,541
52
$5M 0.06%
296,610
-10,438
53
$5M 0.06%
28,460
+1,810
54
$4.99M 0.06%
35,354
+3,894
55
$4.91M 0.06%
101,626
+5,905
56
$4.8M 0.06%
25,754
+2,427
57
$4.73M 0.06%
33,867
+17,357
58
$4.69M 0.06%
42,111
-7,709
59
$4.64M 0.06%
73,113
-7,816
60
$4.56M 0.06%
101,237
+15,016
61
$4.51M 0.06%
134,171
+16,965
62
$4.5M 0.06%
33,129
+2,116
63
$4.48M 0.06%
45,449
+12,652
64
$4.42M 0.06%
72,258
-1,401
65
$4.33M 0.06%
37,361
-2,043
66
$4.24M 0.05%
16,863
+8,266
67
$4.23M 0.05%
13,638
+1,005
68
$4.2M 0.05%
110,385
+26,391
69
$4.2M 0.05%
87,226
+10,584
70
$4.09M 0.05%
45,658
+4,004
71
$3.94M 0.05%
151,092
+12,708
72
$3.93M 0.05%
878,480
+1,840
73
$3.42M 0.04%
27,433
+3,612
74
$3.21M 0.04%
19,548
+5,279
75
$3.14M 0.04%
16,851
+1,010
1 2
3
4 5