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
351
$278K ﹤0.01%
4,167
+566
352
$278K ﹤0.01%
6,641
+623
353
$275K ﹤0.01%
6,554
+246
354
$274K ﹤0.01%
7,208
-62
355
$274K ﹤0.01%
20,469
+1,524
356
$272K ﹤0.01%
+3,139
357
$271K ﹤0.01%
4,344
+286
358
$270K ﹤0.01%
+8,808
359
$269K ﹤0.01%
+2,350
360
$269K ﹤0.01%
2,773
+335
361
$265K ﹤0.01%
+6,610
362
$262K ﹤0.01%
+1,960
363
$262K ﹤0.01%
4,422
+104
364
$260K ﹤0.01%
7,577
-1,819
365
$260K ﹤0.01%
+2,921
366
$259K ﹤0.01%
+2,721
367
$258K ﹤0.01%
5,470
-1,129
368
$256K ﹤0.01%
5,250
-236
369
$255K ﹤0.01%
+2,932
370
$252K ﹤0.01%
3,207
-287
371
$252K ﹤0.01%
+3,675
372
$252K ﹤0.01%
3,111
-10
373
$249K ﹤0.01%
4,404
+474
374
$248K ﹤0.01%
1,472
+30
375
$247K ﹤0.01%
+2,913
13 14
15
16 17