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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1 +$77.3M
2 +$74.7M
3 +$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1 +$28.4M
2 +$28.2M
3 +$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$300K 0.02%
9,348
+1,548
127
$297K 0.02%
3,098
+1,751
128
$292K 0.02%
2,660
+255
129
$292K 0.02%
3,924
+1,884
130
$289K 0.02%
7,514
-578
131
$287K 0.02%
13,295
+5,850
132
$278K 0.02%
4,424
+810
133
$277K 0.02%
4,812
+856
134
$274K 0.02%
3,771
+391
135
$274K 0.02%
1,862
+91
136
$273K 0.02%
6,650
+1,268
137
$272K 0.02%
5,202
+427
138
$271K 0.02%
2,973
-403
139
$271K 0.02%
7,906
+3,172
140
$271K 0.02%
1,782
-460
141
$270K 0.02%
9,543
+4,707
142
$268K 0.02%
3,524
+931
143
$267K 0.02%
6,572
-317
144
$266K 0.02%
1,991
+495
145
$266K 0.02%
5,052
+3,377
146
$266K 0.02%
4,784
+652
147
$264K 0.02%
2,352
-4,497
148
$262K 0.02%
3,027
+194
149
$259K 0.02%
227
+6
150
$258K 0.02%
7,431
+5,121