We are live on ! Find out more
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
$2.78B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$119M
3
+$105M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$19.1M

Top Sells

1
+$41.2M
2
+$13.3M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.76M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-195
952
– –
-5,349
953
– –
-557
954
– –
-25
955
– –
-374
956
– –
-5,817
957
– –
-474
958
– –
-40
959
– –
-116
960
– –
-764
961
– –
-1,195
962
– –
-630
963
– –
-2,327
964
– –
-80
965
– –
-2,610
966
– –
-1,877
967
– –
-190
968
– –
-2,602
969
– –
-13
970
– –
-1,398
971
– –
-350
972
– –
-3,118
973
– –
-274
974
– –
-2,839
975
– –
-76
37 38
39
40 41