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
1126
-3
1127
-1,998
1128
-135
1129
-20
1130
-3,513
1131
-206
1132
-446
1133
-11
1134
-80
1135
-598
1136
-324
1137
-540
1138
-184
1139
-2,565
1140
-162
1141
-118
1142
-352
1143
-15
1144
-32
1145
-20
1146
-1
1147
-150
1148
-7
1149
-1,723
1150
-120