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
301
$355K 0.01%
+2,889
302
$352K 0.01%
8,348
+699
303
$352K 0.01%
3,146
+310
304
$352K 0.01%
6,075
+346
305
$351K 0.01%
9,502
+342
306
$349K 0.01%
1,519
+108
307
$349K 0.01%
6,698
+355
308
$344K 0.01%
3,773
+416
309
$342K 0.01%
+2,885
310
$341K 0.01%
3,562
+30
311
$338K 0.01%
14,619
+18
312
$338K 0.01%
6,098
+498
313
$335K 0.01%
5,291
-6,348
314
$333K 0.01%
6,103
+530
315
$333K 0.01%
4,852
+294
316
$332K 0.01%
17,806
+2,187
317
$330K 0.01%
7,387
+842
318
$327K 0.01%
2,472
+566
319
$326K 0.01%
3,324
+221
320
$323K 0.01%
4,634
-212
321
$322K 0.01%
3,846
+182
322
$322K 0.01%
6,694
+816
323
$321K 0.01%
7,607
+1,122
324
$321K 0.01%
1,127
+172
325
$319K 0.01%
5,527
+726
11 12
13
14 15