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
151
$475K 0.02%
4,504
-42
152
$475K 0.02%
4,821
+186
153
$469K 0.02%
4,098
+437
154
$460K 0.02%
558,600
+14,400
155
$454K 0.02%
6,511
-6,658
156
$449K 0.02%
6,943
-4,157
157
$448K 0.02%
4,834
+1,792
158
$445K 0.02%
2,335
+521
159
$440K 0.02%
9,192
+973
160
$434K 0.02%
3,447
+382
161
$432K 0.02%
7,486
-493
162
$421K 0.02%
4,521
+21
163
$419K 0.02%
3,871
-1,021
164
$414K 0.01%
9,044
+74
165
$408K 0.01%
3,494
+243
166
$408K 0.01%
6,309
+1,775
167
$405K 0.01%
2,132
+365
168
$404K 0.01%
4,464
-1,408
169
$401K 0.01%
20,250
+7,896
170
$400K 0.01%
4,722
+414
171
$400K 0.01%
2,688
-150
172
$398K 0.01%
21,594
+6,905
173
$392K 0.01%
7,569
+1,088
174
$380K 0.01%
14,442
+2,400
175
$379K 0.01%
3,848
+885
5 6
7
8 9