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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$74.9M
3
+$61.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$34.6M

Top Sells

1
+$96.6M
2
+$7.58M
3
+$2.43M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.55M

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
401
– –
-6,499
402
– –
-8,676
403
– –
-1,950
404
– –
-3,536
405
– –
-5,528
406
– –
-1,860
407
– –
-2,825
408
– –
-4,409
409
– –
-13,931
410
– –
-1,375
411
– –
-1,722
412
– –
-2,324
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