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
376
$203K ﹤0.01%
+4,107
377
$200K ﹤0.01%
8,572
-688
378
$200K ﹤0.01%
+2,557
379
$200K ﹤0.01%
4,031
-217
380
$149K ﹤0.01%
13,162
+740
381
$122K ﹤0.01%
87
+4
382
$118K ﹤0.01%
10,156
-549
383
$47K ﹤0.01%
920
-327
384
– –
-9,353
385
– –
-983
386
– –
-6,226
387
– –
-6,619
388
– –
-5,259
389
– –
-5,840
390
– –
-7,553
391
– –
-4,194
392
– –
-6,499
393
– –
-8,676
394
– –
-7,584
395
– –
-6,425
396
– –
-1,950
397
– –
-3,536
398
– –
-5,528
399
– –
-1,860
400
– –
-2,825
13 14 15
16
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