W

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
851
$0 ﹤0.01%
+2
852
$0 ﹤0.01%
+1
853
$0 ﹤0.01%
+1
854
– –
-274
855
$0 ﹤0.01%
+1
856
$0 ﹤0.01%
+2
857
$0 ﹤0.01%
+2
858
$0 ﹤0.01%
+1
859
– –
-13
860
– –
-81
861
– –
-24
862
$0 ﹤0.01%
+1
863
$0 ﹤0.01%
+1
864
$0 ﹤0.01%
+2
865
$0 ﹤0.01%
+1
866
$0 ﹤0.01%
+2
867
$0 ﹤0.01%
+5
868
$0 ﹤0.01%
+1
869
$0 ﹤0.01%
+3
870
$0 ﹤0.01%
+2
871
$0 ﹤0.01%
+1
872
$0 ﹤0.01%
+1
873
$0 ﹤0.01%
+2
874
$0 ﹤0.01%
+1
875
– –
-192
33 34
35
36 37