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
926
$8K ﹤0.01%
218
+94
927
$8K ﹤0.01%
144
+106
928
$8K ﹤0.01%
194
-46
929
$8K ﹤0.01%
+610
930
$8K ﹤0.01%
+401
931
$8K ﹤0.01%
269
+203
932
$8K ﹤0.01%
351
+205
933
$8K ﹤0.01%
177
+158
934
$8K ﹤0.01%
226
+108
935
$8K ﹤0.01%
+442
936
$8K ﹤0.01%
180
+18
937
$8K ﹤0.01%
+325
938
$8K ﹤0.01%
173
+93
939
$8K ﹤0.01%
349
+120
940
$7K ﹤0.01%
117
+6
941
$7K ﹤0.01%
+377
942
$7K ﹤0.01%
+430
943
$7K ﹤0.01%
588
+270
944
$7K ﹤0.01%
110
+86
945
$7K ﹤0.01%
137
+84
946
$7K ﹤0.01%
648
+520
947
$7K ﹤0.01%
+427
948
$7K ﹤0.01%
+180
949
$7K ﹤0.01%
168
+50
950
$7K ﹤0.01%
9
+6