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
326
$156K 0.01%
4,747
+220
327
$155K 0.01%
4,111
+658
328
$154K 0.01%
4,820
-175
329
$154K 0.01%
2,971
-1,299
330
$153K 0.01%
1,798
-4,432
331
$150K 0.01%
2,957
+890
332
$149K 0.01%
16,491
+5,264
333
$148K 0.01%
977
+491
334
$148K 0.01%
1,090
+912
335
$148K 0.01%
1,530
-726
336
$148K 0.01%
4,078
-877
337
$147K 0.01%
5,028
+1,463
338
$147K 0.01%
5,830
+2,463
339
$147K 0.01%
8,006
+992
340
$146K 0.01%
+4,620
341
$145K 0.01%
3,167
+1,063
342
$144K 0.01%
1,243
+38
343
$144K 0.01%
5,589
+124
344
$144K 0.01%
2,569
+926
345
$143K 0.01%
1,306
-1,005
346
$143K 0.01%
4,037
+1,932
347
$143K 0.01%
1,932
-1,734
348
$143K 0.01%
3,848
-261
349
$142K 0.01%
3,360
+2,064
350
$142K 0.01%
4,176
+1,035
12 13
14
15 16