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
1
$1.02B 13.16%
23,481,420
+1,913,070
2
$1.01B 13.05%
23,199,087
+1,477,713
3
$930M 12.01%
7,181,508
+467,817
4
$538M 6.94%
32,136,086
+3,626,328
5
$469M 6.06%
4,232,988
+341,701
6
$455M 5.87%
4,795,919
+407,633
7
$427M 5.52%
42,088,620
+5,977,722
8
$377M 4.86%
6,971,226
+900,724
9
$253M 3.27%
5,177,565
-188,982
10
$221M 2.85%
2,656,989
+330,484
11
$211M 2.73%
13,536,996
+2,005,506
12
$187M 2.42%
1,545,198
+171,814
13
$185M 2.38%
1,722,287
+335,575
14
$154M 1.99%
1,650,960
+240,945
15
$152M 1.96%
2,219,306
+252,695
16
$114M 1.47%
977,953
+110,470
17
$83M 1.07%
587,315
+26,583
18
$71.8M 0.93%
+1,390,791
19
$45.4M 0.59%
265,729
-19,613
20
$44.2M 0.57%
191,722
+17,889
21
$33.9M 0.44%
880,416
+25,860
22
$31.2M 0.4%
270,752
+12,559
23
$28.3M 0.37%
1,025,564
+139,384
24
$25.5M 0.33%
341,798
+42,433
25
$15.9M 0.21%
331,580
+8,200
1
2 3 4 5