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
$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 1.28%
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
101
$347K 0.02%
8,194
+1,284
102
$346K 0.02%
3,502
+718
103
$346K 0.02%
1,900
+369
104
$343K 0.02%
4,885
+847
105
$343K 0.02%
6,121
+3,418
106
$342K 0.02%
1,647
-3
107
$334K 0.02%
985
+65
108
$331K 0.02%
2,885
+951
109
$331K 0.02%
27,369
+12,165
110
$326K 0.02%
2,745
+610
111
$325K 0.02%
1,869
+568
112
$324K 0.02%
3,825
+1,826
113
$323K 0.02%
7,509
+1,190
114
$322K 0.02%
3,635
+1,200
115
$321K 0.02%
3,399
+919
116
$320K 0.02%
4,578
+2,162
117
$318K 0.02%
12,552
-16,756
118
$315K 0.02%
7,180
+4,240
119
$315K 0.02%
4,573
+884
120
$314K 0.02%
9,758
+1,996
121
$303K 0.02%
7,979
+4,094
122
$302K 0.02%
1,809
+610
123
$301K 0.02%
2,216
+903
124
$301K 0.02%
12,752
+3,167
125
$300K 0.02%
5,355
-1,241