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
251
$376K 0.01%
2,816
-1,025
252
$375K 0.01%
4,991
+873
253
$372K 0.01%
4,183
+594
254
$372K 0.01%
6,252
+1,727
255
$368K 0.01%
1,659
+289
256
$367K 0.01%
3,307
-214
257
$365K 0.01%
1,993
-44
258
$365K 0.01%
4,937
+275
259
$364K 0.01%
5,256
+1,691
260
$361K 0.01%
7,907
+1,919
261
$361K 0.01%
10,131
+1,676
262
$360K 0.01%
24,282
-551
263
$359K 0.01%
4,846
+1,098
264
$359K 0.01%
6,212
+653
265
$358K 0.01%
5,230
-1,635
266
$358K 0.01%
9,396
+1,321
267
$357K 0.01%
+6,595
268
$354K 0.01%
9,276
+1,272
269
$346K 0.01%
5,729
+404
270
$344K 0.01%
3,532
-436
271
$343K 0.01%
9,856
-924
272
$343K 0.01%
8,049
+1,283
273
$342K 0.01%
4,860
-837
274
$337K 0.01%
4,279
+724
275
$334K 0.01%
2,781
-118
9 10
11
12 13