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
$9.79B
AUM Growth
-$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$71.9M
2 +$69.9M
3 +$65M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$50.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$28.3M

Top Sells

1 +$109M
2 +$67.1M
3 +$52.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$34.2M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$22.6M

Sector Composition

1 Technology 1.64%
2 Financials 1.6%
3 Communication Services 1.05%
4 Healthcare 0.92%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DVA icon
401
DaVita
DVA
$9.26B
$385K ﹤0.01%
5,539
-1,873
HLT icon
402
Hilton Worldwide
HLT
$61.9B
$383K ﹤0.01%
4,836
-3,106
ADM icon
403
Archer Daniels Midland
ADM
$29.8B
$379K ﹤0.01%
8,277
+1,035
IDXX icon
404
Idexx Laboratories
IDXX
$51.8B
$378K ﹤0.01%
1,735
-6
CMI icon
405
Cummins
CMI
$58B
$377K ﹤0.01%
2,838
-844
IWF icon
406
iShares Russell 1000 Growth ETF
IWF
$127B
$374K ﹤0.01%
2,604
+528
XLNX
407
DELISTED
Xilinx Inc
XLNX
$374K ﹤0.01%
5,733
-830
ALXN
408
DELISTED
Alexion Pharmaceuticals
ALXN
$373K ﹤0.01%
+3,007
PCAR icon
409
PACCAR
PCAR
$53.1B
$369K ﹤0.01%
8,934
-2,217
VO icon
410
Vanguard Mid-Cap ETF
VO
$89.6B
$368K ﹤0.01%
2,336
-64
RCL icon
411
Royal Caribbean
RCL
$87B
$367K ﹤0.01%
3,542
-1,636
NUE icon
412
Nucor
NUE
$33.1B
$361K ﹤0.01%
5,775
-352
SWK icon
413
Stanley Black & Decker
SWK
$11.2B
$356K ﹤0.01%
2,682
-229
MKC icon
414
McCormick & Company Non-Voting
MKC
$18B
$352K ﹤0.01%
6,068
-1,394
TAP icon
415
Molson Coors Class B
TAP
$8.95B
$352K ﹤0.01%
+5,167
KMX icon
416
CarMax
KMX
$6.62B
$350K ﹤0.01%
4,806
-171
SWKS icon
417
Skyworks Solutions
SWKS
$11.3B
$347K ﹤0.01%
3,592
-968
DGX icon
418
Quest Diagnostics
DGX
$20.1B
$345K ﹤0.01%
3,142
-225
VBR icon
419
Vanguard Small-Cap Value ETF
VBR
$31.7B
$337K ﹤0.01%
2,485
-27
CBRE icon
420
CBRE Group
CBRE
$47.9B
$335K ﹤0.01%
7,021
-321
WAT icon
421
Waters Corp
WAT
$20.9B
$332K ﹤0.01%
1,714
-224
PH icon
422
Parker-Hannifin
PH
$98B
$328K ﹤0.01%
2,104
-342
MTD icon
423
Mettler-Toledo International
MTD
$29.2B
$327K ﹤0.01%
565
-164
TXT icon
424
Textron
TXT
$14.2B
$322K ﹤0.01%
4,878
+712
CTXS
425
DELISTED
Citrix Systems Inc
CTXS
$320K ﹤0.01%
3,053
-351