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
1
$409M 14.7%
3,918,791
+109,721
2
$329M 11.84%
8,963,716
+7,902,281
3
$249M 8.96%
6,320,361
+2,531,138
4
$248M 8.92%
2,240,559
+38,119
5
$223M 8.01%
6,804,675
-1,196,019
6
$216M 7.79%
15,710,148
+8,280,242
7
$179M 6.44%
2,302,616
+75,675
8
$116M 4.19%
14,238,864
+2,418,528
9
$86.3M 3.1%
1,769,933
+364,825
10
$77.8M 2.8%
976,255
+89,757
11
$62.9M 2.26%
756,909
+208,943
12
$62M 2.23%
543,797
+62,126
13
$61.5M 2.21%
4,783,155
+1,183,641
14
$48.2M 1.73%
799,282
+78,421
15
$37M 1.33%
350,035
+38,519
16
$31M 1.12%
370,397
+214,674
17
$25.5M 0.92%
244,079
-13,749
18
$25.4M 0.92%
229,909
-117,250
19
$20.9M 0.75%
224,034
+40,211
20
$13.7M 0.49%
73,091
+23,861
21
$11.9M 0.43%
514,790
-25,700
22
$7.88M 0.28%
142,010
+37,945
23
$6.76M 0.24%
254,386
+26,840
24
$6.69M 0.24%
44,791
+9,489
25
$6.27M 0.23%
185,640
+14,600
1
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