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
276
$203K 0.01%
4,950
+1,540
277
$202K 0.01%
1,340
+1
278
$201K 0.01%
2,937
+1,748
279
$200K 0.01%
2,181
+1,588
280
$197K 0.01%
6,385
+6,122
281
$194K 0.01%
2,000
+601
282
$194K 0.01%
+2,744
283
$194K 0.01%
5,266
-819
284
$194K 0.01%
3,512
+1,409
285
$193K 0.01%
4,472
+3,540
286
$189K 0.01%
2,592
+144
287
$187K 0.01%
2,730
+1,482
288
$187K 0.01%
3,953
-1,259
289
$185K 0.01%
4,473
-2,067
290
$183K 0.01%
2,536
-8
291
$182K 0.01%
+1,119
292
$182K 0.01%
9,620
+3,118
293
$180K 0.01%
4,639
+2,105
294
$180K 0.01%
2,555
+695
295
$179K 0.01%
944
+581
296
$179K 0.01%
2,639
+1,762
297
$179K 0.01%
5,038
-1,386
298
$177K 0.01%
4,561
+3,193
299
$176K 0.01%
2,122
+869
300
$174K 0.01%
3,396
-1,000
10 11
12
13 14