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
351
$229K 0.01%
+2,237
352
$229K 0.01%
+6,615
353
$228K 0.01%
+3,540
354
$227K 0.01%
1,929
-466
355
$226K 0.01%
+1,237
356
$226K 0.01%
+2,438
357
$225K 0.01%
6,466
-1,027
358
$223K ﹤0.01%
+3,821
359
$218K ﹤0.01%
7,349
-921
360
$218K ﹤0.01%
+5,433
361
$218K ﹤0.01%
9,319
+272
362
$218K ﹤0.01%
+4,973
363
$216K ﹤0.01%
+1,188
364
$214K ﹤0.01%
3,601
-1,175
365
$214K ﹤0.01%
4,055
-343
366
$213K ﹤0.01%
+2,062
367
$212K ﹤0.01%
+7,514
368
$212K ﹤0.01%
6,018
+153
369
$210K ﹤0.01%
+2,020
370
$210K ﹤0.01%
5,804
-1,359
371
$209K ﹤0.01%
+3,130
372
$208K ﹤0.01%
3,086
-947
373
$208K ﹤0.01%
3,930
-41
374
$206K ﹤0.01%
9,290
+443
375
$203K ﹤0.01%
+874
13 14
15
16 17