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
1201
– –
-716
1202
– –
-2,971
1203
– –
-1
1204
– –
-1
1205
– –
-1,308
1206
– –
-1,380
1207
– –
-5,688
1208
– –
-103
1209
– –
-39
1210
– –
-2,251
1211
– –
-342,574
1212
– –
-443
1213
– –
-4
1214
– –
-60
1215
– –
-1,591
1216
– –
-249
1217
– –
-411
1218
– –
-3,250
1219
– –
-4,176
1220
– –
-129
1221
– –
-1,908
1222
– –
-27
1223
– –
-347
1224
– –
-665
1225
– –
-3,513
47 48
49
50 51