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
326
$254K 0.01%
+9,332
327
$253K 0.01%
3,459
-178
328
$252K 0.01%
3,237
-138
329
$251K 0.01%
3,030
+283
330
$251K 0.01%
+3,653
331
$250K 0.01%
18,945
+3,609
332
$249K 0.01%
+4,126
333
$247K 0.01%
1,442
+107
334
$247K 0.01%
1,865
+197
335
$244K 0.01%
2,213
-302
336
$243K 0.01%
955
-192
337
$243K 0.01%
3,633
-58
338
$241K 0.01%
11,083
+735
339
$240K 0.01%
+1,906
340
$240K 0.01%
1,763
+87
341
$239K 0.01%
2,498
-210
342
$238K 0.01%
5,397
-493
343
$238K 0.01%
2,097
+125
344
$236K 0.01%
+6,597
345
$235K 0.01%
+561
346
$234K 0.01%
+2,853
347
$234K 0.01%
4,058
-275
348
$233K 0.01%
9,473
+801
349
$231K 0.01%
2,012
-228
350
$230K 0.01%
10,364
+2,132
12 13
14
15 16