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
276
$391K 0.01%
7,611
-115
277
$387K 0.01%
6,591
+1,302
278
$387K 0.01%
2,498
+55
279
$387K 0.01%
6,488
+236
280
$385K 0.01%
7,285
+736
281
$385K 0.01%
3,193
-221
282
$383K 0.01%
11,259
+2,281
283
$381K 0.01%
3,630
+512
284
$378K 0.01%
+4,266
285
$378K 0.01%
3,788
+551
286
$378K 0.01%
+2,275
287
$378K 0.01%
3,854
+415
288
$378K 0.01%
+6,851
289
$373K 0.01%
11,745
+2,413
290
$370K 0.01%
2,958
+267
291
$368K 0.01%
5,403
-65
292
$368K 0.01%
4,539
-149
293
$364K 0.01%
1,667
+8
294
$363K 0.01%
2,734
+722
295
$361K 0.01%
4,490
+1,404
296
$361K 0.01%
7,859
+537
297
$357K 0.01%
10,331
+200
298
$357K 0.01%
7,089
+1,383
299
$357K 0.01%
2,725
+169
300
$355K 0.01%
3,619
+766
10 11
12
13 14