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
1001
– –
-472
1002
– –
-355
1003
– –
-3,167
1004
– –
-248
1005
– –
-109
1006
– –
-1,439
1007
– –
-228
1008
– –
-6
1009
– –
-3,006
1010
– –
-234
1011
– –
-100
1012
– –
-570
1013
– –
-1,496
1014
– –
-2,103
1015
– –
-367
1016
– –
-494
1017
– –
-5,830
1018
– –
-276
1019
– –
-3,226
1020
– –
-173
1021
– –
-277
1022
– –
-5,256
1023
– –
-146
1024
– –
-470
1025
– –
-3,861
39 40
41
42 43