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
151
$1.3M 0.02%
8,523
-3
152
$1.28M 0.02%
20,339
+273
153
$1.27M 0.02%
15,112
+1,613
154
$1.25M 0.02%
104,728
+12,337
155
$1.25M 0.02%
8,413
+854
156
$1.23M 0.02%
81,906
+67,823
157
$1.23M 0.02%
3,373
+798
158
$1.22M 0.02%
43,057
+26,341
159
$1.21M 0.02%
6,387
+907
160
$1.2M 0.02%
7,573
+259
161
$1.2M 0.02%
17,497
+2,993
162
$1.2M 0.02%
8,192
+1,337
163
$1.19M 0.02%
16,224
+4,584
164
$1.18M 0.02%
8,916
-465
165
$1.18M 0.02%
22,752
-16,791
166
$1.17M 0.02%
7,288
+4,364
167
$1.17M 0.02%
30,752
+17,415
168
$1.16M 0.02%
19,455
+4,073
169
$1.15M 0.01%
+6,427
170
$1.15M 0.01%
41,004
+15,666
171
$1.14M 0.01%
12,236
+1,635
172
$1.13M 0.01%
9,095
+7,252
173
$1.13M 0.01%
8,232
+381
174
$1.13M 0.01%
37,929
+14,858
175
$1.11M 0.01%
7,129
+334
5 6
7
8 9