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
$1.71B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$74.7M
3
+$31.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$29.8M

Top Sells

1
+$28.4M
2
+$28.2M
3
+$11.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$534K

Sector Composition

1 Communication Services 2.63%
2 Technology 1.28%
3 Financials 1.26%
4 Healthcare 1.09%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$318M 18.61%
3,004,006
-266,357
2
$203M 11.89%
1,843,568
+268,911
3
$201M 11.73%
5,295,607
+787,910
4
$175M 10.21%
4,365,803
-709,935
5
$113M 6.62%
7,836,104
+2,093,638
6
$103M 6.04%
2,195,710
+1,644,467
7
$103M 6.01%
1,266,922
-141,445
8
$85M 4.97%
10,241,706
+8,997,798
9
$46.4M 2.72%
573,421
+78,642
10
$38.8M 2.27%
2,921,301
+2,367,336
11
$33.2M 1.94%
278,311
+48,140
12
$32.5M 1.9%
1,085,974
+343,298
13
$31.9M 1.87%
285,898
+49,537
14
$20.3M 1.19%
173,880
+122,735
15
$20M 1.17%
557,453
+50,274
16
$19.6M 1.15%
178,865
+32,440
17
$19.1M 1.11%
244,332
+50,589
18
$8.63M 0.5%
98,324
-106,343
19
$5.45M 0.32%
201,076
+63,836
20
$5.2M 0.3%
63,092
+678
21
$3.84M 0.22%
139,288
+27,064
22
$3.52M 0.21%
73,046
-4,000
23
$2.49M 0.15%
53,604
+11,458
24
$2.23M 0.13%
14,840
+4,010
25
$1.99M 0.12%
19,009
+3,087
1
2 3 4 5