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
176
$426K 0.01%
5,932
+742
177
$424K 0.01%
12,208
+1,510
178
$423K 0.01%
2,313
-742
179
$422K 0.01%
19,921
+3,255
180
$421K 0.01%
11,426
+3,554
181
$418K 0.01%
3,049
-1,364
182
$416K 0.01%
2,809
+342
183
$412K 0.01%
10,041
+419
184
$411K 0.01%
1,999
+186
185
$410K 0.01%
6,544
+332
186
$404K 0.01%
+39,222
187
$402K 0.01%
5,594
+532
188
$398K 0.01%
5,483
+839
189
$391K 0.01%
4,571
-1,869
190
$389K 0.01%
7,981
-2,069
191
$387K 0.01%
4,328
-193
192
$386K 0.01%
7,142
+1,415
193
$384K 0.01%
4,688
+752
194
$382K 0.01%
8,619
-573
195
$381K 0.01%
18,246
+4,007
196
$381K 0.01%
9,109
+1,547
197
$380K 0.01%
4,435
+740
198
$380K 0.01%
6,332
+1,166
199
$374K 0.01%
2,693
+6
200
$374K 0.01%
6,255
+984
6 7
8
9 10