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
751
– –
-114
752
– –
-2
753
– –
-7
754
– –
-241
755
– –
-144
756
– –
-3
757
– –
-422
758
– –
-85
759
– –
-429
760
– –
-2,569
761
– –
-1,021
762
– –
-86
763
– –
-3
764
– –
-274
765
– –
-1,068
766
– –
-433
767
– –
-960
768
– –
-944
769
– –
-824
770
– –
-1
771
– –
-1,524
772
– –
-2,019
773
– –
-4,056
774
– –
-2,085
775
– –
-14
29 30
31
32 33