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

Top Buys

1
+$80.3M
2
+$72.9M
3
+$31.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$31M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$30.5M

Top Sells

1
+$29.2M
2
+$27.6M
3
+$11.2M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$543K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.27%
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
1201
$0 ﹤0.01%
+1
1202
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+5
1203
– –
-30
1204
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1205
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1206
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1207
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-51
1208
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1209
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1210
$0 ﹤0.01%
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1211
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1212
$0 ﹤0.01%
+2
1213
– –
-4
1214
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1215
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+1
1216
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+4
1217
$0 ﹤0.01%
+1
1218
$0 ﹤0.01%
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1219
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1220
$0 ﹤0.01%
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1221
$0 ﹤0.01%
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1222
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+3
1223
$0 ﹤0.01%
+1
1224
$0 ﹤0.01%
+2
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