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
SYF icon
426
Synchrony
SYF
$27B
$319K ﹤0.01%
9,543
-12,677
GRMN icon
427
Garmin
GRMN
$48.4B
$318K ﹤0.01%
5,205
-3,826
CHRW icon
428
C.H. Robinson
CHRW
$15.2B
$314K ﹤0.01%
3,753
-219
AYI icon
429
Acuity Brands
AYI
$11.4B
$313K ﹤0.01%
+2,697
FNDA icon
430
Schwab Fundamental US Small Company Index ETF
FNDA
$9.32B
$313K ﹤0.01%
15,672
-2,034
IJH icon
431
iShares Core S&P Mid-Cap ETF
IJH
$102B
$311K ﹤0.01%
7,980
-665
JEF icon
432
Jefferies Financial Group
JEF
$11.7B
$311K ﹤0.01%
15,272
-11,549
IP icon
433
International Paper
IP
$25.4B
$308K ﹤0.01%
6,245
-115
LLL
434
DELISTED
L3 Technologies, Inc.
LLL
$306K ﹤0.01%
1,592
-160
EMN icon
435
Eastman Chemical
EMN
$7.32B
$302K ﹤0.01%
3,020
-3,120
RSP icon
436
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$297K ﹤0.01%
2,916
+38
AAL icon
437
American Airlines Group
AAL
$8.85B
$296K ﹤0.01%
7,789
-5,512
TSLA icon
438
Tesla
TSLA
$1.5T
$296K ﹤0.01%
12,960
+90
LW icon
439
Lamb Weston
LW
$9.28B
$295K ﹤0.01%
4,308
-23
QRVO icon
440
Qorvo
QRVO
$8.54B
$292K ﹤0.01%
3,639
+299
WTW icon
441
Willis Towers Watson
WTW
$31.9B
$292K ﹤0.01%
1,924
-280
PPG icon
442
PPG Industries
PPG
$23.8B
$289K ﹤0.01%
2,784
-906
EXPE icon
443
Expedia Group
EXPE
$27.5B
$285K ﹤0.01%
2,375
+372
MLM icon
444
Martin Marietta Materials
MLM
$37.2B
$285K ﹤0.01%
1,275
-199
AGG icon
445
iShares Core US Aggregate Bond ETF
AGG
$133B
$283K ﹤0.01%
+2,666
RIG icon
446
Transocean
RIG
$4.25B
$283K ﹤0.01%
21,043
-162
CBOE icon
447
Cboe Global Markets
CBOE
$24.9B
$282K ﹤0.01%
2,714
-3,501
VMC icon
448
Vulcan Materials
VMC
$38.6B
$280K ﹤0.01%
2,172
-457
WBA
449
DELISTED
Walgreens Boots Alliance
WBA
$280K ﹤0.01%
4,667
-12,879
PWR icon
450
Quanta Services
PWR
$65.8B
$269K ﹤0.01%
8,040
-4,542
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