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
401
$222K ﹤0.01%
9,278
+706
402
$221K ﹤0.01%
+4,432
403
$220K ﹤0.01%
+1,861
404
$220K ﹤0.01%
4,387
+356
405
$216K ﹤0.01%
+2,679
406
$216K ﹤0.01%
2,340
-158
407
$215K ﹤0.01%
+3,317
408
$215K ﹤0.01%
1,253
+65
409
$215K ﹤0.01%
1,801
+38
410
$213K ﹤0.01%
+1,302
411
$213K ﹤0.01%
5,000
-433
412
$213K ﹤0.01%
6,146
-320
413
$213K ﹤0.01%
+4,181
414
$212K ﹤0.01%
+2,278
415
$211K ﹤0.01%
+6,057
416
$211K ﹤0.01%
+1,615
417
$210K ﹤0.01%
+3,887
418
$210K ﹤0.01%
3,378
-162
419
$209K ﹤0.01%
+668
420
$209K ﹤0.01%
+3,658
421
$206K ﹤0.01%
+3,164
422
$205K ﹤0.01%
+4,854
423
$204K ﹤0.01%
+5,234
424
$203K ﹤0.01%
+5,343
425
$118K ﹤0.01%
10,589
+433
14 15 16
17
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