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
201
$322K 0.01%
3,109
-46
202
$320K 0.01%
14,076
-396
203
$318K 0.01%
5,883
+4,298
204
$312K 0.01%
11,344
+3,021
205
$311K 0.01%
16,666
+8,951
206
$309K 0.01%
5,590
+478
207
$309K 0.01%
8,708
-9,708
208
$307K 0.01%
5,190
-395
209
$306K 0.01%
5,510
+570
210
$306K 0.01%
5,743
+696
211
$305K 0.01%
1,382
+89
212
$304K 0.01%
3,673
+357
213
$303K 0.01%
5,727
+232
214
$300K 0.01%
2,932
+841
215
$298K 0.01%
3,231
+609
216
$296K 0.01%
7,213
+433
217
$295K 0.01%
3,775
-11,055
218
$294K 0.01%
10,771
+7,071
219
$293K 0.01%
3,177
+456
220
$292K 0.01%
11,754
-720
221
$289K 0.01%
9,646
+930
222
$286K 0.01%
6,499
+33
223
$285K 0.01%
3,743
+1,811
224
$283K 0.01%
4,859
-571
225
$281K 0.01%
5,646
+38
7 8
9
10 11