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
$3.16B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$126M
3
+$31.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$30.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$27.6M

Top Sells

1
+$155M
2
+$46.7M
3
+$17.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.69M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.6M

Sector Composition

1 Communication Services 2.22%
2 Technology 1.31%
3 Healthcare 1.19%
4 Consumer Staples 1.15%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$792K 0.03%
11,434
+4,000
102
$787K 0.02%
50,960
+3,240
103
$779K 0.02%
3,935
+73
104
$774K 0.02%
19,068
-4,053
105
$770K 0.02%
10,159
-7,988
106
$747K 0.02%
19,070
+10,362
107
$729K 0.02%
17,424
-4,329
108
$709K 0.02%
9,848
-7,301
109
$704K 0.02%
2,703
-215
110
$701K 0.02%
19,027
-6,255
111
$701K 0.02%
6,003
+1,217
112
$691K 0.02%
10,963
-13,611
113
$677K 0.02%
7,541
+2,819
114
$674K 0.02%
10,577
-481
115
$673K 0.02%
2,439
+105
116
$667K 0.02%
8,716
-896
117
$666K 0.02%
5,066
+672
118
$666K 0.02%
4,599
-4,187
119
$658K 0.02%
23,245
+12,474
120
$657K 0.02%
510
-185
121
$654K 0.02%
6,091
+2,092
122
$651K 0.02%
4,146
-1,698
123
$649K 0.02%
21,952
+8,932
124
$646K 0.02%
7,855
+1,267
125
$645K 0.02%
6,720
+2,256
3 4
5
6 7