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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$58.8M
3
+$41.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.6M

Top Sells

1
+$23.3M
2
+$14.5M
3
+$4.76M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.73M
5
RTX icon
RTX Corp
RTX
+$308K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.23%
3 Financials 1.09%
4 Healthcare 0.95%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.11%
16,564
+472
27
$1.5M 0.1%
10,830
+2,914
28
$1.49M 0.1%
28,758
+4,513
29
$1.44M 0.1%
49,435
+18,591
30
$1.17M 0.08%
14,002
+5,404
31
$1.02M 0.07%
8,319
+852
32
$997K 0.07%
19,947
+5,661
33
$987K 0.07%
17,453
+4,989
34
$984K 0.07%
28,272
+10,203
35
$972K 0.07%
16,137
+8,020
36
$955K 0.07%
5,263
+2,067
37
$900K 0.06%
8,458
+2,412
38
$892K 0.06%
17,206
+6,900
39
$836K 0.06%
19,595
+4,071
40
$824K 0.06%
9,252
+2,055
41
$817K 0.06%
6,849
-176
42
$806K 0.06%
8,653
+2,831
43
$780K 0.05%
29,308
+7,761
44
$750K 0.05%
6,922
+1,948
45
$741K 0.05%
29,445
+8,187
46
$720K 0.05%
26,782
+6,740
47
$712K 0.05%
7,002
+598
48
$670K 0.05%
39,312
+20,482
49
$638K 0.04%
6,950
+2,171
50
$611K 0.04%
6,446
+781
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