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
-1,020
904
-1,503
905
-650
906
-1,192
907
-190
908
-8,110
909
-1,109
910
-214
911
-2,744
912
-5,550
913
-1,750
914
-228
915
-187
916
-2,690
917
-801
918
-347
919
-479
920
-1,089
921
-165
922
-3,251
923
-132
924
-234
925
-1