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
176
$377K 0.01%
11,860
+64
177
$375K 0.01%
2,687
-413
178
$373K 0.01%
6,212
-3,705
179
$372K 0.01%
3,999
-1,116
180
$371K 0.01%
2,467
+431
181
$370K 0.01%
1,813
-49
182
$368K 0.01%
3,812
+278
183
$367K 0.01%
9,622
+7,881
184
$366K 0.01%
1,989
+146
185
$363K 0.01%
4,449
+464
186
$362K 0.01%
2,853
+52
187
$361K 0.01%
4,105
+607
188
$356K 0.01%
3,668
+348
189
$356K 0.01%
6,675
+628
190
$354K 0.01%
7,088
-6,050
191
$351K 0.01%
10,698
-730
192
$351K 0.01%
3,936
+462
193
$345K 0.01%
6,334
+315
194
$343K 0.01%
5,062
-148
195
$342K 0.01%
7,973
+1,879
196
$338K 0.01%
4,925
-217
197
$338K 0.01%
13,020
+2,628
198
$332K 0.01%
3,872
+846
199
$329K 0.01%
4,644
-2,037
200
$326K 0.01%
8,617
+3,579
6 7
8
9 10