W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$296M
2
+$119M
3
+$105M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$19.9M
5
VDE icon
Vanguard Energy ETF
VDE
+$19.1M

Top Sells

1
+$41.2M
2
+$13.3M
3
+$8.38M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.66M
5
AAPL icon
Apple
AAPL
+$4.76M

Sector Composition

1 Communication Services 1.83%
2 Financials 1.4%
3 Healthcare 1.36%
4 Technology 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-14
1127
– –
-63
1128
– –
-16
1129
– –
-60
1130
– –
-254
1131
– –
-160
1132
– –
-1
1133
– –
-314
1134
– –
-700
1135
– –
-235
1136
– –
-3,191
1137
– –
-4,505
1138
– –
-177
1139
– –
-1,325
1140
– –
-3
1141
– –
-6
1142
– –
-176
1143
– –
-756
1144
– –
-275
1145
– –
-4,091
1146
– –
-644
1147
– –
-936
1148
– –
-4,664
1149
– –
-1,576
1150
– –
-3,759
44 45
46
47 48