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
451
$76K ﹤0.01%
3,689
+2,164
452
$76K ﹤0.01%
3,006
-1,988
453
$76K ﹤0.01%
1,768
-315
454
$74K ﹤0.01%
932
+520
455
$74K ﹤0.01%
3,191
-1,361
456
$73K ﹤0.01%
3,888
+882
457
$73K ﹤0.01%
1,341
+970
458
$73K ﹤0.01%
1,522
+590
459
$73K ﹤0.01%
2,416
-4,190
460
$72K ﹤0.01%
1,274
+241
461
$72K ﹤0.01%
1,712
+796
462
$71K ﹤0.01%
924
+461
463
$71K ﹤0.01%
1,998
-65
464
$70K ﹤0.01%
3,881
+1,578
465
$70K ﹤0.01%
690
+287
466
$70K ﹤0.01%
952
+574
467
$69K ﹤0.01%
13,985
-526
468
$69K ﹤0.01%
1,879
+435
469
$69K ﹤0.01%
952
+473
470
$69K ﹤0.01%
4,382
-217
471
$69K ﹤0.01%
2,684
+1,967
472
$69K ﹤0.01%
2,859
+1,359
473
$69K ﹤0.01%
1,328
+948
474
$68K ﹤0.01%
3,093
-1,301
475
$68K ﹤0.01%
3,226
-986
17 18
19
20 21