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
1001
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-5,817
1002
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-474
1003
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-40
1004
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-116
1005
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-764
1006
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-1,195
1007
– –
-630
1008
– –
-2,327
1009
– –
-16
1010
– –
-2,610
1011
– –
-1,877
1012
– –
-190
1013
– –
-2,602
1014
– –
-13
1015
– –
-1,398
1016
– –
-350
1017
– –
-3,118
1018
– –
-274
1019
– –
-2,839
1020
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-76
1021
– –
-172
1022
– –
-2,734
1023
– –
-462
1024
– –
-167
1025
– –
-1,017
39 40
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