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
426
$92K ﹤0.01%
2,947
+155
427
$92K ﹤0.01%
1,999
428
$89K ﹤0.01%
2,856
-4,256
429
$88K ﹤0.01%
2,557
+889
430
$88K ﹤0.01%
1,908
+375
431
$88K ﹤0.01%
1,750
+1,453
432
$88K ﹤0.01%
2,327
-738
433
$88K ﹤0.01%
1,271
+991
434
$88K ﹤0.01%
837
-822
435
$87K ﹤0.01%
2,099
-366
436
$86K ﹤0.01%
5,349
-1,512
437
$85K ﹤0.01%
1,938
+35
438
$83K ﹤0.01%
1,434
+68
439
$83K ﹤0.01%
332
-14
440
$83K ﹤0.01%
916
+545
441
$82K ﹤0.01%
1,644
-344
442
$81K ﹤0.01%
8,828
+3,648
443
$81K ﹤0.01%
1,133
-1
444
$80K ﹤0.01%
1,308
-528
445
$80K ﹤0.01%
4,091
-2,698
446
$80K ﹤0.01%
2,565
-3,397
447
$79K ﹤0.01%
6,759
+588
448
$78K ﹤0.01%
1,021
+604
449
$77K ﹤0.01%
969
+712
450
$77K ﹤0.01%
1,496
-2,662
16 17
18
19 20