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
151
$492K 0.02%
3,257
-530
152
$484K 0.02%
10,810
-2,886
153
$483K 0.02%
4,878
+1,030
154
$481K 0.02%
604
-167
155
$480K 0.02%
11,908
+1,354
156
$480K 0.02%
5,767
-1,968
157
$476K 0.02%
7,147
+1,404
158
$474K 0.02%
8,026
+1,351
159
$473K 0.02%
4,328
-1,519
160
$472K 0.01%
6,539
-17
161
$468K 0.01%
4,478
+1,301
162
$466K 0.01%
15,849
+1,407
163
$461K 0.01%
6,943
+2,084
164
$460K 0.01%
3,251
-1,816
165
$459K 0.01%
16,474
-2,045
166
$454K 0.01%
9,746
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167
$450K 0.01%
4,388
-446
168
$448K 0.01%
12,756
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169
$447K 0.01%
5,182
-613
170
$446K 0.01%
9,480
-665
171
$438K 0.01%
3,825
+893
172
$437K 0.01%
8,085
-18,044
173
$430K 0.01%
+14,048
174
$429K 0.01%
2,720
-46
175
$427K 0.01%
+7,255
5 6
7
8 9