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
$2.43B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Sells

1 +$19.5M
2 +$5.72M
3 +$4.42M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$562K

Sector Composition

1 Communication Services 2.26%
2 Financials 1.31%
3 Healthcare 1.18%
4 Technology 1.02%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$10K ﹤0.01%
206
+93
852
$10K ﹤0.01%
214
+158
853
$10K ﹤0.01%
257
+161
854
$10K ﹤0.01%
364
+313
855
$10K ﹤0.01%
159
+8
856
$10K ﹤0.01%
233
+179
857
$10K ﹤0.01%
285
+167
858
$10K ﹤0.01%
182
+74
859
$9K ﹤0.01%
305
+221
860
$9K ﹤0.01%
176
+174
861
$9K ﹤0.01%
59
+39
862
$9K ﹤0.01%
166
-49
863
$9K ﹤0.01%
538
-387
864
$9K ﹤0.01%
177
+150
865
$9K ﹤0.01%
475
+122
866
$9K ﹤0.01%
+332
867
$9K ﹤0.01%
545
+409
868
$9K ﹤0.01%
222
+92
869
$9K ﹤0.01%
151
+79
870
$9K ﹤0.01%
232
+191
871
$9K ﹤0.01%
+107
872
$9K ﹤0.01%
555
+399
873
$9K ﹤0.01%
116
+107
874
$9K ﹤0.01%
431
+95
875
$9K ﹤0.01%
209
+86