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
251
$439K 0.01%
10,875
+1,287
252
$439K 0.01%
5,053
+413
253
$439K 0.01%
7,111
+54
254
$438K 0.01%
2,123
+130
255
$436K 0.01%
8,867
+818
256
$436K 0.01%
7,326
+11
257
$435K 0.01%
32,591
+2,072
258
$433K 0.01%
3,201
-109
259
$429K 0.01%
2,754
+396
260
$428K 0.01%
4,811
+1,127
261
$427K 0.01%
6,033
+2,400
262
$422K 0.01%
29,056
-693
263
$422K 0.01%
12,313
+395
264
$418K 0.01%
3,334
+613
265
$418K 0.01%
2,608
+572
266
$416K 0.01%
11,118
+1,713
267
$415K 0.01%
5,238
-504
268
$415K 0.01%
5,569
+313
269
$413K 0.01%
4,768
+585
270
$412K 0.01%
2,395
-594
271
$401K 0.01%
22,572
+980
272
$396K 0.01%
8,238
+279
273
$396K 0.01%
4,595
-55
274
$393K 0.01%
2,139
+388
275
$392K 0.01%
542
-116
9 10
11
12 13