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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
1026
– –
-191
1027
– –
-30
1028
– –
-1,079
1029
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-424
1030
– –
-2
1031
– –
-4,091
1032
– –
-644
1033
– –
-936
1034
– –
-9
1035
– –
-249
1036
– –
-3,721
1037
– –
-150
1038
– –
-35
1039
– –
-4,664
1040
– –
-1,576
1041
– –
-3,759
1042
– –
-181,540
1043
– –
-2,122
1044
– –
-164
1045
– –
-1,028
1046
– –
-5
1047
– –
-835
1048
– –
-221
1049
– –
-2
1050
– –
-4
40 41
42
43 44