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
76
$1.24M 0.04%
18,680
+8,851
77
$1.19M 0.04%
21,710
+2,574
78
$1.16M 0.04%
8,786
-3,600
79
$1.13M 0.04%
19,057
+4,873
80
$1.1M 0.04%
8,827
+688
81
$1.05M 0.04%
5,844
+1,032
82
$1.04M 0.04%
25,282
+5,928
83
$1.03M 0.04%
10,427
+1,228
84
$1.02M 0.04%
5,260
+232
85
$1.01M 0.04%
23,481
+5,200
86
$987K 0.04%
23,121
+1,330
87
$977K 0.04%
21,753
+5,503
88
$907K 0.03%
19,374
+2,271
89
$906K 0.03%
13,602
+3,286
90
$901K 0.03%
19,527
+290
91
$894K 0.03%
2,918
-203
92
$886K 0.03%
695
-85
93
$878K 0.03%
13,012
+2,970
94
$859K 0.03%
25,251
+4,570
95
$835K 0.03%
8,675
-4,512
96
$818K 0.03%
6,167
+162
97
$815K 0.03%
10,398
+879
98
$815K 0.03%
41,120
+19,090
99
$781K 0.03%
6,829
+79
100
$774K 0.03%
8,243
+419
2 3
4
5 6