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
126
$1.68M 0.02%
16,823
+1,914
127
$1.67M 0.02%
+114,954
128
$1.67M 0.02%
12,286
+2,774
129
$1.65M 0.02%
20,184
-1,939
130
$1.65M 0.02%
15,520
+4,073
131
$1.59M 0.02%
+47,298
132
$1.59M 0.02%
18,744
+3,320
133
$1.57M 0.02%
42,686
+19,881
134
$1.54M 0.02%
19,836
-9,696
135
$1.52M 0.02%
+51,082
136
$1.5M 0.02%
38,214
+5,558
137
$1.44M 0.02%
27,684
-805
138
$1.41M 0.02%
29,148
+11,510
139
$1.41M 0.02%
18,470
+2,031
140
$1.4M 0.02%
28,706
+11,940
141
$1.4M 0.02%
77,211
+8,667
142
$1.39M 0.02%
73,680
+28,776
143
$1.37M 0.02%
9,882
+584
144
$1.35M 0.02%
28,688
+19,211
145
$1.35M 0.02%
9,517
-101
146
$1.31M 0.02%
10,479
+7,149
147
$1.3M 0.02%
13,487
+3,578
148
$1.3M 0.02%
16,292
+2,231
149
$1.3M 0.02%
11,883
+762
150
$1.3M 0.02%
27,640
+6,746
4 5
6
7 8