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
201
$968K 0.01%
+76,460
202
$968K 0.01%
4,723
-6,023
203
$966K 0.01%
32,701
+12,895
204
$964K 0.01%
6,781
+130
205
$958K 0.01%
15,024
+615
206
$957K 0.01%
12,551
+6,160
207
$939K 0.01%
9,394
+2,564
208
$928K 0.01%
22,806
+5,386
209
$921K 0.01%
+13,447
210
$913K 0.01%
7,731
+613
211
$911K 0.01%
4,873
+261
212
$907K 0.01%
14,777
-11,107
213
$904K 0.01%
25,292
+2,641
214
$902K 0.01%
13,242
+2,629
215
$899K 0.01%
9,410
+8
216
$898K 0.01%
19,421
+4,077
217
$898K 0.01%
11,627
+4,250
218
$897K 0.01%
13,904
+2,847
219
$892K 0.01%
13,701
+5,147
220
$887K 0.01%
11,434
-2,276
221
$886K 0.01%
13,574
+2,463
222
$877K 0.01%
4,588
+144
223
$867K 0.01%
10,748
+699
224
$863K 0.01%
12,286
+577
225
$861K 0.01%
61,306
+8,741
7 8
9
10 11