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
1076
– –
-15
1077
– –
-223
1078
– –
-136
1079
– –
-2,536
1080
– –
-2,290
1081
– –
-2,901
1082
– –
-486
1083
– –
-541
1084
– –
-226
1085
– –
-1,644
1086
– –
-381
1087
– –
-217
1088
– –
-486
1089
– –
-228
1090
– –
-1,713
1091
– –
-1,637
1092
– –
-40,966
1093
– –
-57
1094
– –
-3,780
1095
– –
-337
1096
– –
-877
1097
– –
-4,382
1098
– –
-2,181
1099
– –
-4
1100
– –
-762
42 43
44
45 46