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
26
$5.66M 0.23%
181,540
+97,080
27
$4.61M 0.18%
104,065
+37,983
28
$4.38M 0.18%
171,040
+72,040
29
$4.27M 0.17%
35,302
+15,952
30
$3.46M 0.14%
46,542
+34,137
31
$3.39M 0.14%
29,347
+14,945
32
$3.35M 0.13%
111,186
+78,252
33
$3.17M 0.13%
38,732
-11,240
34
$3.03M 0.12%
29,676
+11,496
35
$3M 0.12%
58,434
+2,024
36
$2.86M 0.11%
21,932
+5,996
37
$2.5M 0.1%
41,020
+3,537
38
$2.48M 0.1%
100,964
+33,509
39
$2.4M 0.1%
84,254
+35,304
40
$2.39M 0.1%
43,924
+27,979
41
$2.32M 0.09%
33,248
+16,718
42
$2.28M 0.09%
37,142
+15,966
43
$2.17M 0.09%
30,135
+15,301
44
$2.15M 0.09%
23,026
+8,755
45
$2.04M 0.08%
131,289
+54,117
46
$2.01M 0.08%
46,238
+32,251
47
$1.96M 0.08%
39,427
+6,302
48
$1.94M 0.08%
19,652
+13,751
49
$1.93M 0.08%
73,421
+25,088
50
$1.89M 0.08%
16,305
+4,670
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2
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