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
$7.75B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$71.8M
3
+$64.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$60.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$60.7M

Top Sells

1
+$9.24M
2
+$3.37M
3
+$3.35M
4
XOM icon
Exxon Mobil
XOM
+$2.95M
5
DD
Du Pont De Nemours E I
DD
+$2.29M

Sector Composition

1 Financials 1.77%
2 Technology 1.66%
3 Communication Services 1.45%
4 Healthcare 1.08%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.03%
11,868
+1,169
102
$2.15M 0.03%
29,456
+2,191
103
$2.13M 0.03%
10,365
-4
104
$2.09M 0.03%
17,463
+3,265
105
$2.08M 0.03%
148,808
+106,449
106
$2.07M 0.03%
14,202
+6,310
107
$2.04M 0.03%
23,876
-2,192
108
$2.03M 0.03%
24,911
+10,832
109
$2.01M 0.03%
14,119
+1,682
110
$1.99M 0.03%
23,711
+2,760
111
$1.98M 0.03%
38,040
+2,280
112
$1.98M 0.03%
101,038
+74,287
113
$1.95M 0.03%
1,067
-28
114
$1.95M 0.03%
6,761
+550
115
$1.93M 0.03%
8,568
+330
116
$1.92M 0.02%
26,330
-4,810
117
$1.91M 0.02%
38,952
+9,392
118
$1.89M 0.02%
23,265
+13,007
119
$1.86M 0.02%
13,798
+4,597
120
$1.84M 0.02%
5,883
+2,526
121
$1.79M 0.02%
40,869
+8,372
122
$1.75M 0.02%
65,116
+17,693
123
$1.74M 0.02%
32,321
-7,632
124
$1.69M 0.02%
36,776
+5,663
125
$1.69M 0.02%
11,296
+1,267
3 4
5
6 7