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
351
$140K 0.01%
2,887
+1,255
352
$139K 0.01%
5,097
+2,466
353
$138K 0.01%
5,236
+3,248
354
$137K 0.01%
3,780
+2,397
355
$136K 0.01%
5,550
+509
356
$135K 0.01%
1,599
+613
357
$132K 0.01%
1,902
+904
358
$132K 0.01%
1,291
+238
359
$130K 0.01%
717
-49
360
$129K 0.01%
1,777
-517
361
$128K 0.01%
19,530
-5,790
362
$127K 0.01%
2,708
-96
363
$126K 0.01%
2,734
+1,552
364
$125K 0.01%
1,976
-324
365
$124K 0.01%
1,327
+23
366
$124K 0.01%
3,118
-390
367
$123K ﹤0.01%
1,051
-319
368
$121K ﹤0.01%
2,019
+523
369
$120K ﹤0.01%
2,929
-837
370
$120K ﹤0.01%
2,349
-1,341
371
$120K ﹤0.01%
3,461
-2,848
372
$120K ﹤0.01%
+4,423
373
$119K ﹤0.01%
7,045
-1,740
374
$117K ﹤0.01%
3,606
+1,522
375
$117K ﹤0.01%
3,251
+644
13 14
15
16 17