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
301
$284K 0.01%
+2,691
302
$282K 0.01%
1,411
+225
303
$281K 0.01%
2,298
+217
304
$279K 0.01%
7,322
+637
305
$278K 0.01%
+4,318
306
$276K 0.01%
3,840
+769
307
$276K 0.01%
4,432
+157
308
$276K 0.01%
3,766
+403
309
$273K 0.01%
3,684
-1,331
310
$272K 0.01%
6,545
+467
311
$271K 0.01%
+6,308
312
$271K 0.01%
5,529
+42
313
$270K 0.01%
3,494
+422
314
$270K 0.01%
8,978
-1,100
315
$267K 0.01%
7,270
-238
316
$267K 0.01%
2,836
-668
317
$267K 0.01%
4,801
+60
318
$266K 0.01%
+3,664
319
$263K 0.01%
+3,121
320
$260K 0.01%
3,659
+509
321
$259K 0.01%
14,963
-1,353
322
$257K 0.01%
+6,485
323
$257K 0.01%
3,439
+185
324
$256K 0.01%
5,706
+98
325
$256K 0.01%
5,486
+192
11 12
13
14 15