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
$7.75B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$71.8M
3
+$64.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$60.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$60.7M

Top Sells

1
+$9.24M
2
+$3.37M
3
+$3.35M
4
XOM icon
Exxon Mobil
XOM
+$2.95M
5
DD
Du Pont De Nemours E I
DD
+$2.29M

Sector Composition

1 Financials 1.77%
2 Technology 1.66%
3 Communication Services 1.45%
4 Healthcare 1.08%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.04%
49,080
+6,622
77
$3.04M 0.04%
29,701
+4,354
78
$2.96M 0.04%
55,438
+9,383
79
$2.95M 0.04%
56,843
-315
80
$2.89M 0.04%
12,196
+1,842
81
$2.88M 0.04%
242,688
-43,936
82
$2.86M 0.04%
21,204
+3,966
83
$2.68M 0.03%
66,276
+15,175
84
$2.67M 0.03%
53,412
+13,961
85
$2.66M 0.03%
5,958
+165
86
$2.63M 0.03%
71,864
+7,772
87
$2.58M 0.03%
56,585
+39,894
88
$2.57M 0.03%
22,144
-2,380
89
$2.49M 0.03%
17,982
+6,208
90
$2.48M 0.03%
163,119
+79,927
91
$2.47M 0.03%
82,950
-13,865
92
$2.47M 0.03%
20,534
+4,407
93
$2.44M 0.03%
100,690
+8,020
94
$2.43M 0.03%
26,813
+3,789
95
$2.42M 0.03%
37,884
+8,709
96
$2.38M 0.03%
44,788
+1,452
97
$2.32M 0.03%
14,399
+9,592
98
$2.24M 0.03%
24,323
+6,352
99
$2.23M 0.03%
42,816
+18,289
100
$2.16M 0.03%
40,330
+1,019
2 3
4
5 6