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
1301
-207
1302
-784
1303
-801
1304
-55
1305
-782
1306
-1,139
1307
-3,360
1308
-152
1309
-950
1310
-4,889
1311
-669
1312
-469
1313
-159
1314
-169
1315
-185
1316
-149
1317
-13,985
1318
-932
1319
-331
1320
-3,704
1321
-194
1322
-776
1323
-486
1324
-478
1325
-647