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
$2.5B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$28.2M
3
+$25.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$15.5M
5
VB icon
Vanguard Small-Cap ETF
VB
+$14.8M

Top Sells

1
+$2.66B
2
+$17.6M
3
+$16.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$15.4M

Sector Composition

1 Communication Services 2.31%
2 Technology 1.46%
3 Financials 1.45%
4 Healthcare 1.24%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.01%
5,495
+1,858
227
$258K 0.01%
4,940
-1,177
228
$258K 0.01%
6,122
+1,155
229
$256K 0.01%
3,704
+463
230
$256K 0.01%
2,963
-569
231
$255K 0.01%
5,608
+841
232
$254K 0.01%
5,741
+569
233
$253K 0.01%
8,716
+3,346
234
$253K 0.01%
10,392
-2,552
235
$253K 0.01%
4,785
+1,343
236
$251K 0.01%
3,019
+653
237
$250K 0.01%
3,042
+449
238
$245K 0.01%
1,756
+334
239
$241K 0.01%
2,721
-282
240
$241K 0.01%
14,689
+3,975
241
$239K 0.01%
3,507
+591
242
$238K 0.01%
3,316
+712
243
$237K 0.01%
2,012
+588
244
$237K 0.01%
2,447
+366
245
$236K 0.01%
1,938
+818
246
$234K 0.01%
1,983
-367
247
$234K 0.01%
4,501
-2,981
248
$233K 0.01%
6,094
+321
249
$230K 0.01%
3,026
+1,012
250
$228K 0.01%
1,924
+702
8 9
10
11 12