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
201
$372K 0.01%
+7,893
202
$368K 0.01%
2,011
-121
203
$367K 0.01%
2,757
+736
204
$367K 0.01%
4,789
+1,094
205
$366K 0.01%
+6,323
206
$366K 0.01%
+6,110
207
$365K 0.01%
6,940
+2,280
208
$362K 0.01%
6,116
+526
209
$362K 0.01%
3,245
+805
210
$361K 0.01%
+9,914
211
$360K 0.01%
4,255
-3,101
212
$358K 0.01%
5,717
+1,282
213
$350K 0.01%
4,927
-1,608
214
$350K 0.01%
2,780
-73
215
$350K 0.01%
7,490
+277
216
$350K 0.01%
2,485
+856
217
$348K 0.01%
18,477
-3,117
218
$348K 0.01%
6,316
+678
219
$346K 0.01%
4,020
-484
220
$345K 0.01%
+4,418
221
$343K 0.01%
5,352
-2,898
222
$340K 0.01%
3,322
-346
223
$339K 0.01%
3,922
+682
224
$339K 0.01%
4,409
+666
225
$337K 0.01%
8,840
+2,223
7 8
9
10 11