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
376
$247K ﹤0.01%
1,860
-69
377
$247K ﹤0.01%
8,379
-9,864
378
$246K ﹤0.01%
7,054
+439
379
$245K ﹤0.01%
+4,061
380
$244K ﹤0.01%
+8,350
381
$242K ﹤0.01%
+2,335
382
$239K ﹤0.01%
1,032
+158
383
$238K ﹤0.01%
9,705
+386
384
$238K ﹤0.01%
2,855
+298
385
$238K ﹤0.01%
5,076
+103
386
$238K ﹤0.01%
1,855
-10
387
$237K ﹤0.01%
4,132
+6
388
$237K ﹤0.01%
4,917
+485
389
$237K ﹤0.01%
9,945
+655
390
$236K ﹤0.01%
+4,013
391
$235K ﹤0.01%
+1,421
392
$232K ﹤0.01%
+6,301
393
$232K ﹤0.01%
+1,482
394
$231K ﹤0.01%
1,903
-395
395
$228K ﹤0.01%
+6,708
396
$226K ﹤0.01%
+6,288
397
$226K ﹤0.01%
11,086
+3
398
$225K ﹤0.01%
8,079
+565
399
$224K ﹤0.01%
+1,950
400
$224K ﹤0.01%
+2,430
14 15
16
17 18