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
326
$312K 0.01%
6,263
+866
327
$310K 0.01%
4,859
+303
328
$307K 0.01%
9,309
-104
329
$307K 0.01%
5,736
+207
330
$306K 0.01%
4,232
-58
331
$304K 0.01%
+7,360
332
$299K 0.01%
10,859
+1,386
333
$299K 0.01%
9,568
+2,219
334
$297K 0.01%
2,668
+431
335
$296K 0.01%
2,402
+189
336
$293K 0.01%
4,839
+1,018
337
$293K 0.01%
+2,818
338
$293K 0.01%
18,519
+3,556
339
$293K 0.01%
3,515
-144
340
$290K 0.01%
19,946
+6,784
341
$290K 0.01%
1,458
+221
342
$288K 0.01%
+2,535
343
$287K 0.01%
3,713
+254
344
$287K 0.01%
2,628
+566
345
$283K 0.01%
591
+30
346
$282K 0.01%
12,234
+1,870
347
$281K 0.01%
2,230
+133
348
$280K 0.01%
3,253
+223
349
$279K 0.01%
5,374
+1,319
350
$278K ﹤0.01%
+2,636
12 13
14
15 16