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
251
$226K 0.01%
1,862
+553
252
$225K 0.01%
3,125
-522
253
$225K 0.01%
3,024
+297
254
$224K 0.01%
819
+523
255
$224K 0.01%
2,901
+482
256
$222K 0.01%
24,729
-4,149
257
$219K 0.01%
7,565
+258
258
$218K 0.01%
5,047
+1,211
259
$215K 0.01%
2,727
-1,298
260
$215K 0.01%
2,962
-67
261
$215K 0.01%
3,513
+415
262
$215K 0.01%
3,198
-912
263
$215K 0.01%
2,622
+290
264
$215K 0.01%
3,505
+1,321
265
$214K 0.01%
2,069
+35
266
$213K 0.01%
2,091
-666
267
$212K 0.01%
6,700
+1,910
268
$210K 0.01%
3,721
-32
269
$210K 0.01%
8,084
-688
270
$208K 0.01%
1,825
+664
271
$206K 0.01%
11,583
+1,833
272
$205K 0.01%
6,233
+1,028
273
$204K 0.01%
3,566
+3,553
274
$203K 0.01%
8,323
-17,946
275
$203K 0.01%
11,846
+7,798
9 10
11
12 13