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
$3.16B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$126M
3
+$31.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$30.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.6M

Top Sells

1
+$155M
2
+$46.7M
3
+$17.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.69M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.31%
3 Healthcare 1.19%
4 Consumer Staples 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.04%
50,269
+22,475
77
$1.32M 0.04%
25,495
+6,121
78
$1.3M 0.04%
10,592
+1,765
79
$1.29M 0.04%
6,217
+957
80
$1.26M 0.04%
13,289
-2,914
81
$1.22M 0.04%
+27,171
82
$1.19M 0.04%
11,860
-4,052
83
$1.11M 0.04%
13,927
+10,152
84
$1.1M 0.03%
17,324
-1,356
85
$1.07M 0.03%
21,333
+1,806
86
$1.01M 0.03%
3,777
-1,078
87
$1.01M 0.03%
9,837
-2,855
88
$985K 0.03%
35,042
-30,243
89
$978K 0.03%
14,297
+1,285
90
$956K 0.03%
37,383
+17,133
91
$940K 0.03%
2,761
+557
92
$937K 0.03%
24,287
+5,801
93
$920K 0.03%
51,530
+36,029
94
$920K 0.03%
10,923
+3,289
95
$915K 0.03%
7,681
+4,187
96
$910K 0.03%
4,447
+1,390
97
$839K 0.03%
12,449
+1,634
98
$825K 0.03%
6,132
+1,669
99
$818K 0.03%
32,706
+11,590
100
$794K 0.03%
20,276
-3,205
2 3
4
5 6