W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$78K ﹤0.01%
1,247
+148
377
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-6,888
378
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379
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-8,303
380
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-16,446
381
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-6,358
382
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-2,977
383
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-6,889
384
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385
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-19,240
386
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-7,286
387
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-5,766
388
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-48,402
389
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-7,780
390
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-6,545
391
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-3,441
392
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-3,314
393
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-4,443
394
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-6,400
395
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-6,813
396
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-4,051
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