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
301
$174K 0.01%
3,595
+605
302
$174K 0.01%
6,634
+1,957
303
$173K 0.01%
3,409
+1,282
304
$173K 0.01%
2,882
+534
305
$170K 0.01%
6,442
+609
306
$169K 0.01%
1,892
+1,164
307
$167K 0.01%
5,688
+2,358
308
$166K 0.01%
15,639
+2,115
309
$165K 0.01%
1,323
+159
310
$165K 0.01%
5,097
+1,154
311
$163K 0.01%
12,780
+4,900
312
$162K 0.01%
2,103
+327
313
$162K 0.01%
3,344
-1,148
314
$161K 0.01%
4,350
+1,849
315
$160K 0.01%
6,890
+4,796
316
$160K 0.01%
8,382
+509
317
$160K 0.01%
2,690
+681
318
$160K 0.01%
2,624
+1,755
319
$159K 0.01%
711
+84
320
$159K 0.01%
1,808
+963
321
$159K 0.01%
3,150
+57
322
$158K 0.01%
3,718
+582
323
$157K 0.01%
2,925
+1,026
324
$156K 0.01%
2,986
+309
325
$156K 0.01%
1,755
+1,278
11 12
13
14 15