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
MHK icon
451
Mohawk Industries
MHK
$7.41B
$268K ﹤0.01%
1,251
-330
CAG icon
452
Conagra Brands
CAG
$8.85B
$267K ﹤0.01%
7,463
-2,133
CERN
453
DELISTED
Cerner Corp
CERN
$265K ﹤0.01%
4,429
+538
ZEN
454
DELISTED
ZENDESK INC
ZEN
$264K ﹤0.01%
4,845
-452
JBHT icon
455
JB Hunt Transport Services
JBHT
$16B
$258K ﹤0.01%
2,125
-154
WCG
456
DELISTED
Wellcare Health Plans, Inc.
WCG
$255K ﹤0.01%
1,034
-5
ESS icon
457
Essex Property Trust
ESS
$16.9B
$254K ﹤0.01%
1,061
-1,882
MCK icon
458
McKesson
MCK
$101B
$249K ﹤0.01%
1,863
-671
HRL icon
459
Hormel Foods
HRL
$13.1B
$248K ﹤0.01%
6,657
+623
KMB icon
460
Kimberly-Clark
KMB
$40B
$248K ﹤0.01%
2,352
-713
HAS icon
461
Hasbro
HAS
$11B
$246K ﹤0.01%
2,669
-109
EQR icon
462
Equity Residential
EQR
$24.2B
$242K ﹤0.01%
+3,804
SCHE icon
463
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$242K ﹤0.01%
9,363
-2,494
COR icon
464
Cencora
COR
$65.2B
$241K ﹤0.01%
2,828
+83
FNDC icon
465
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$241K ﹤0.01%
6,915
-415
COO icon
466
Cooper Companies
COO
$14.5B
$240K ﹤0.01%
4,084
-832
DPZ icon
467
Domino's
DPZ
$13.9B
$240K ﹤0.01%
+851
DINO icon
468
HF Sinclair
DINO
$10.2B
$239K ﹤0.01%
+3,495
MTUM icon
469
iShares MSCI USA Momentum Factor ETF
MTUM
$19.6B
$238K ﹤0.01%
2,172
-93
KSU
470
DELISTED
Kansas City Southern
KSU
$238K ﹤0.01%
2,249
-331
DHI icon
471
D.R. Horton
DHI
$47.4B
$236K ﹤0.01%
5,744
-10,575
VUG icon
472
Vanguard Growth ETF
VUG
$203B
$236K ﹤0.01%
1,573
+73
FDN icon
473
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.78B
$235K ﹤0.01%
1,704
-86
AMD icon
474
Advanced Micro Devices
AMD
$421B
$231K ﹤0.01%
15,390
-3,178
AVB icon
475
AvalonBay Communities
AVB
$26.8B
$230K ﹤0.01%
1,338
+8
17 18
19
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