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
126
$632K 0.02%
+8,045
127
$632K 0.02%
15,741
-16,325
128
$624K 0.02%
6,105
-724
129
$620K 0.02%
5,518
+1,647
130
$617K 0.02%
45,708
-6,525
131
$616K 0.02%
7,630
+3,739
132
$615K 0.02%
16,072
+624
133
$604K 0.02%
16,903
+9,256
134
$600K 0.02%
+10,708
135
$589K 0.02%
6,806
-70
136
$579K 0.02%
6,177
-2,066
137
$574K 0.02%
31,440
-4,950
138
$567K 0.02%
11,050
+2,006
139
$565K 0.02%
3,473
+785
140
$560K 0.02%
7,588
-2,810
141
$550K 0.02%
5,289
+1,477
142
$547K 0.02%
10,066
-829
143
$540K 0.02%
605,720
+47,120
144
$538K 0.02%
8,500
+1,014
145
$538K 0.02%
8,853
+3,343
146
$535K 0.02%
4,218
-7,139
147
$526K 0.02%
5,547
+2,691
148
$512K 0.02%
5,425
+1,320
149
$503K 0.02%
17,941
+3,186
150
$501K 0.02%
8,154
+1,047
4 5
6
7 8