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
1176
– –
-158
1177
– –
-216
1178
– –
-55
1179
– –
-216
1180
– –
-139
1181
– –
-24,729
1182
– –
-3,093
1183
– –
-481
1184
– –
-894
1185
– –
-16
1186
– –
-138
1187
– –
-665
1188
– –
-727
1189
– –
-615
1190
– –
-6,384
1191
– –
-757
1192
– –
-1,153
1193
– –
-2
1194
– –
-221
1195
– –
-1
1196
– –
-686
1197
– –
-822
1198
– –
-716
1199
– –
-2,971
1200
– –
-1
46 47
48
49 50