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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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$72.9M
3
+$31.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.5M

Top Sells

1
+$29.2M
2
+$27.6M
3
+$11.2M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.27%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$0 ﹤0.01%
1
-24
802
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+1
803
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+1
804
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+1
805
$0 ﹤0.01%
+1
806
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807
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808
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+1
809
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811
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– –
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813
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814
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815
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816
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817
$0 ﹤0.01%
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818
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– –
-9,324
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821
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$0 ﹤0.01%
+3
824
$0 ﹤0.01%
+47,518
825
– –
-23
31 32
33
34 35