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
$2.5B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$28.2M
3
+$25.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$15.5M
5
VB icon
Vanguard Small-Cap ETF
VB
+$14.8M

Top Sells

1
+$2.66B
2
+$17.6M
3
+$16.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$15.4M

Sector Composition

1 Communication Services 2.31%
2 Technology 1.46%
3 Financials 1.45%
4 Healthcare 1.24%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$104K ﹤0.01%
540
-224
402
$104K ﹤0.01%
4,275
+1,580
403
$104K ﹤0.01%
2,793
+1,730
404
$103K ﹤0.01%
950
-41
405
$103K ﹤0.01%
1,328
+867
406
$102K ﹤0.01%
3,097
+1,521
407
$101K ﹤0.01%
+3,700
408
$101K ﹤0.01%
964
+668
409
$101K ﹤0.01%
1,797
+781
410
$101K ﹤0.01%
2,514
+71
411
$100K ﹤0.01%
1,028
-98
412
$100K ﹤0.01%
2,912
+564
413
$100K ﹤0.01%
1,954
-300
414
$99K ﹤0.01%
1,718
+262
415
$99K ﹤0.01%
6,593
+4,920
416
$99K ﹤0.01%
1,493
+1,385
417
$99K ﹤0.01%
6,408
-2,190
418
$98K ﹤0.01%
2,324
+1,802
419
$98K ﹤0.01%
2,602
+608
420
$98K ﹤0.01%
2,188
+496
421
$96K ﹤0.01%
3,003
-132
422
$95K ﹤0.01%
9,811
+861
423
$95K ﹤0.01%
2,705
+1,145
424
$94K ﹤0.01%
437
+138
425
$94K ﹤0.01%
1,713
+122
15 16
17
18 19