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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$427K 0.01%
3,414
+724
227
$424K 0.01%
4,016
-1,085
228
$424K 0.01%
1,887
+183
229
$419K 0.01%
10,283
+250
230
$416K 0.01%
5,028
-1,672
231
$410K 0.01%
+7,315
232
$410K 0.01%
1,146
+110
233
$410K 0.01%
4,688
+99
234
$409K 0.01%
9,312
+1,266
235
$409K 0.01%
7,972
+994
236
$403K 0.01%
30,519
+4,589
237
$401K 0.01%
4,316
-65
238
$399K 0.01%
7,922
+256
239
$397K 0.01%
5,245
+219
240
$396K 0.01%
4,650
-317
241
$394K 0.01%
21,592
+4,505
242
$392K 0.01%
7,538
+1,848
243
$391K 0.01%
6,274
+469
244
$389K 0.01%
4,640
+719
245
$383K 0.01%
12,908
-346
246
$382K 0.01%
2,443
+105
247
$379K 0.01%
9,588
-3,600
248
$379K 0.01%
7,959
+1,244
249
$378K 0.01%
3,200
-338
250
$378K 0.01%
5,468
-212
8 9
10
11 12