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
1201
– –
-264
1202
– –
-2,856
1203
– –
-4,350
1204
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-576
1205
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1206
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-2,793
1207
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-580
1208
– –
-4
1209
– –
-2
1210
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-89
1211
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-155
1212
– –
-335
1213
– –
-60
1214
– –
-140
1215
– –
-231
1216
– –
-198
1217
– –
-897
1218
– –
-291
1219
– –
-42
1220
– –
-638
1221
– –
-634
1222
– –
-195
1223
– –
-200
1224
– –
-6
1225
– –
-1,879
47 48
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