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
101
$751K 0.03%
2,204
+1,124
102
$736K 0.03%
52,233
+10,060
103
$729K 0.03%
3,862
+404
104
$719K 0.03%
5,067
+2,344
105
$714K 0.03%
27,794
+6,238
106
$711K 0.03%
3,065
+92
107
$701K 0.03%
7,356
+224
108
$693K 0.02%
47,720
+7,740
109
$690K 0.02%
11,058
+776
110
$672K 0.02%
10,815
+2,447
111
$672K 0.02%
21,116
+1,720
112
$669K 0.02%
18,486
+6,300
113
$654K 0.02%
7,735
+3,626
114
$654K 0.02%
5,847
+5,576
115
$653K 0.02%
9,612
+5,541
116
$650K 0.02%
7,634
-5,514
117
$647K 0.02%
3,278
+712
118
$646K 0.02%
4,413
+499
119
$646K 0.02%
15,448
+445
120
$645K 0.02%
11,157
-309
121
$617K 0.02%
7,064
+1,886
122
$615K 0.02%
36,390
+1,575
123
$604K 0.02%
4,394
-565
124
$590K 0.02%
13,696
+481
125
$583K 0.02%
8,250
+907
3 4
5
6 7