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
1026
– –
0
1027
– –
-1,083
1028
– –
-2,456
1029
– –
-400
1030
– –
-862
1031
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-2
1032
– –
-1,143
1033
– –
-1,578
1034
– –
-24
1035
– –
-3
1036
– –
-10
1037
– –
-14
1038
– –
-63
1039
– –
-16
1040
– –
-60
1041
– –
-254
1042
– –
-160
1043
– –
-1
1044
– –
-314
1045
– –
-700
1046
– –
-235
1047
– –
-3,191
1048
– –
-4,505
1049
– –
-177
1050
– –
-1,325
40 41
42
43 44