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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1 +$77.3M
2 +$74.7M
3 +$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1 +$28.4M
2 +$28.2M
3 +$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$0 ﹤0.01%
+1
1127
-466
1128
$0 ﹤0.01%
+20
1129
$0 ﹤0.01%
+1
1130
$0 ﹤0.01%
+10
1131
$0 ﹤0.01%
+2
1132
$0 ﹤0.01%
+1
1133
$0 ﹤0.01%
+1
1134
$0 ﹤0.01%
+1
1135
$0 ﹤0.01%
+1
1136
$0 ﹤0.01%
+1
1137
$0 ﹤0.01%
+4
1138
$0 ﹤0.01%
+1
1139
$0 ﹤0.01%
+5
1140
-30
1141
$0 ﹤0.01%
+1
1142
$0 ﹤0.01%
+1
1143
$0 ﹤0.01%
+2
1144
-51
1145
$0 ﹤0.01%
+1
1146
$0 ﹤0.01%
+1
1147
$0 ﹤0.01%
+1
1148
$0 ﹤0.01%
+2
1149
-4
1150
$0 ﹤0.01%
+1