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
1101
– –
-70
1102
– –
-140
1103
– –
-104
1104
– –
-374
1105
– –
-666
1106
– –
-51
1107
– –
-3,112
1108
– –
-425
1109
– –
-56
1110
– –
-267
1111
– –
-2
1112
– –
-9
1113
– –
-500
1114
– –
-3
1115
– –
-177
1116
– –
-250
1117
– –
-375
1118
– –
-74
1119
– –
-63
1120
– –
-1,188
1121
– –
-46
1122
– –
-40
1123
– –
-330
1124
– –
-1
1125
– –
-1
43 44
45
46 47