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
+$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 1.27%
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%
+14
1202
– –
-134
1203
$0 ﹤0.01%
+1
1204
$0 ﹤0.01%
+1
1205
– –
-100
1206
$0 ﹤0.01%
+2
1207
$0 ﹤0.01%
+3
1208
– –
-108
1209
$0 ﹤0.01%
+4
1210
$0 ﹤0.01%
+2
1211
– –
-21
1212
$0 ﹤0.01%
+1
1213
$0 ﹤0.01%
+2
1214
$0 ﹤0.01%
+12
1215
$0 ﹤0.01%
+1
1216
$0 ﹤0.01%
+2
1217
$0 ﹤0.01%
+1
1218
– –
-41
1219
– –
-836
1220
– –
-283
1221
– –
-109
1222
$0 ﹤0.01%
+1
1223
$0 ﹤0.01%
+4
1224
$0 ﹤0.01%
+1
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