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
176
$1.11M 0.01%
15,936
-3,315
177
$1.11M 0.01%
5,874
-89
178
$1.1M 0.01%
4,366
+223
179
$1.1M 0.01%
+20,063
180
$1.1M 0.01%
14,005
+2,391
181
$1.09M 0.01%
14,226
+11,159
182
$1.09M 0.01%
7,404
+4,725
183
$1.09M 0.01%
8,651
+1,062
184
$1.08M 0.01%
16,859
+7,152
185
$1.08M 0.01%
4,433
+903
186
$1.08M 0.01%
+9,115
187
$1.07M 0.01%
13,356
+6,840
188
$1.07M 0.01%
19,035
+3,834
189
$1.06M 0.01%
58,729
+46,824
190
$1.05M 0.01%
54,529
-4,468
191
$1.04M 0.01%
16,208
+1,348
192
$1.04M 0.01%
34,521
-8,605
193
$1.03M 0.01%
55,870
+7,290
194
$1.02M 0.01%
75,204
-1,851
195
$1.02M 0.01%
+4,542
196
$1.02M 0.01%
1,183
+479
197
$1M 0.01%
28,485
+9,187
198
$995K 0.01%
21,213
+7,882
199
$985K 0.01%
4,940
+269
200
$984K 0.01%
14,005
+5,667
6 7
8
9 10