W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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 1.17%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
– –
-235
1327
– –
-3,191
1328
– –
-4,505
1329
– –
-177
1330
– –
-1,325
1331
– –
-3
1332
– –
-6
1333
– –
-176
1334
– –
-756
1335
– –
-275
1336
– –
-2
1337
– –
-4,091
1338
– –
-784
1339
– –
-801
1340
– –
-55
1341
– –
-782
1342
– –
-1,139
1343
– –
-169
1344
– –
-185
1345
– –
-149
1346
– –
-13,985
1347
– –
-932
1348
– –
-331
1349
– –
-3,704
1350
– –
-194
52 53
54
55 56