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
1051
– –
-176
1052
– –
-756
1053
– –
-275
1054
– –
-2
1055
– –
-4,091
1056
– –
-644
1057
– –
-936
1058
– –
-249
1059
– –
-3,721
1060
– –
-150
1061
– –
-35
1062
– –
-4,664
1063
– –
-1,576
1064
– –
-3,759
1065
– –
-181,540
1066
– –
-2,122
1067
– –
-164
1068
– –
-1,028
1069
– –
-5
1070
– –
-835
1071
– –
-221
1072
– –
-2
1073
– –
-4
1074
– –
-5,028
1075
– –
-437
41 42
43
44 45