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
901
– –
-1
902
– –
-1,269
903
– –
-148
904
– –
-1,020
905
– –
-1,503
906
– –
-650
907
– –
-1,192
908
– –
-190
909
– –
-8,110
910
– –
-1,109
911
– –
-214
912
– –
-2,744
913
– –
-5,550
914
– –
-1,750
915
– –
-228
916
– –
-187
917
– –
-2,690
918
– –
-801
919
– –
-347
920
– –
-1,089
921
– –
-165
922
– –
-3,251
923
– –
-132
924
– –
-234
925
– –
-1
35 36
37
38 39