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
$10.4B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$118M
3
+$102M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.5M

Top Sells

1
+$48.6M
2
+$36.8M
3
+$35.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$30.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

Sector Composition

1 Technology 1.73%
2 Financials 1.63%
3 Healthcare 1.07%
4 Consumer Discretionary 0.93%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
426
Nucor
NUE
$33.1B
$349K ﹤0.01%
5,493
-282
EXPE icon
427
Expedia Group
EXPE
$27.5B
$346K ﹤0.01%
2,650
+275
MCHP icon
428
Microchip Technology
MCHP
$34.8B
$345K ﹤0.01%
8,756
-1,524
CHK
429
DELISTED
Chesapeake Energy Corporation
CHK
$345K ﹤0.01%
385
PVH icon
430
PVH
PVH
$4.11B
$338K ﹤0.01%
2,338
-2,269
LLL
431
DELISTED
L3 Technologies, Inc.
LLL
$338K ﹤0.01%
1,589
-3
MTD icon
432
Mettler-Toledo International
MTD
$29.2B
$335K ﹤0.01%
550
-15
WCG
433
DELISTED
Wellcare Health Plans, Inc.
WCG
$331K ﹤0.01%
1,033
-1
TSN icon
434
Tyson Foods
TSN
$18.5B
$325K ﹤0.01%
5,462
-2,861
TXT icon
435
Textron
TXT
$14.2B
$325K ﹤0.01%
4,553
-325
DGX icon
436
Quest Diagnostics
DGX
$20.1B
$320K ﹤0.01%
2,965
-177
IJH icon
437
iShares Core S&P Mid-Cap ETF
IJH
$102B
$318K ﹤0.01%
7,890
-90
FNDA icon
438
Schwab Fundamental US Small Company Index ETF
FNDA
$9.32B
$314K ﹤0.01%
15,436
-236
HLT icon
439
Hilton Worldwide
HLT
$61.9B
$311K ﹤0.01%
3,854
-982
RSP icon
440
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$307K ﹤0.01%
2,874
-42
WY icon
441
Weyerhaeuser
WY
$17.3B
$303K ﹤0.01%
9,377
-2,893
RIG icon
442
Transocean
RIG
$4.25B
$302K ﹤0.01%
21,624
+581
VUG icon
443
Vanguard Growth ETF
VUG
$203B
$302K ﹤0.01%
1,877
+304
JCI icon
444
Johnson Controls International
JCI
$74B
$298K ﹤0.01%
+8,509
CERN
445
DELISTED
Cerner Corp
CERN
$297K ﹤0.01%
4,611
+182
SWKS icon
446
Skyworks Solutions
SWKS
$11.3B
$292K ﹤0.01%
3,215
-377
SLB icon
447
SLB Ltd
SLB
$54B
$290K ﹤0.01%
4,768
-11,050
COO icon
448
Cooper Companies
COO
$14.5B
$289K ﹤0.01%
4,172
+88
VO icon
449
Vanguard Mid-Cap ETF
VO
$89.6B
$289K ﹤0.01%
1,761
-575
HAS icon
450
Hasbro
HAS
$11B
$288K ﹤0.01%
2,743
+74
16 17
18
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