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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.01%
8,433
-3
227
$494K 0.01%
3,806
+499
228
$493K 0.01%
8,249
+416
229
$491K 0.01%
27,448
+3,166
230
$489K 0.01%
27,496
+308
231
$489K 0.01%
1,221
+75
232
$487K 0.01%
5,724
+864
233
$485K 0.01%
8,233
+695
234
$480K 0.01%
8,138
-2,750
235
$476K 0.01%
11,410
-78
236
$469K 0.01%
12,960
+3,104
237
$468K 0.01%
10,172
+2,265
238
$460K 0.01%
5,318
+381
239
$454K 0.01%
6,429
+231
240
$452K 0.01%
10,189
+877
241
$449K 0.01%
3,328
+547
242
$449K 0.01%
5,527
+536
243
$448K 0.01%
7,098
+886
244
$446K 0.01%
5,599
+354
245
$445K 0.01%
3,251
+51
246
$444K 0.01%
6,784
+96
247
$442K 0.01%
4,681
+1,018
248
$441K 0.01%
17,377
+118
249
$441K 0.01%
4,643
+364
250
$440K 0.01%
8,829
+3,025
8 9
10
11 12