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
276
$327K 0.01%
14,601
+603
277
$327K 0.01%
2,556
+130
278
$325K 0.01%
4,290
-16
279
$322K 0.01%
6,343
+357
280
$321K 0.01%
9,413
-397
281
$321K 0.01%
5,600
+292
282
$320K 0.01%
9,405
+326
283
$319K 0.01%
2,721
+457
284
$318K 0.01%
3,663
-1,241
285
$317K 0.01%
2,358
+325
286
$315K 0.01%
7,649
+257
287
$310K 0.01%
1,751
-213
288
$310K 0.01%
+4,558
289
$298K 0.01%
6,549
+435
290
$295K 0.01%
5,878
+192
291
$295K 0.01%
6,599
-1,599
292
$295K 0.01%
3,118
-744
293
$294K 0.01%
15,619
+3,362
294
$294K 0.01%
+9,160
295
$292K 0.01%
5,289
+193
296
$292K 0.01%
5,573
+797
297
$289K 0.01%
4,556
-6,621
298
$288K 0.01%
+3,357
299
$285K 0.01%
3,103
+354
300
$285K 0.01%
2,036
+186
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