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
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.6M 0.2%
280,438
+254
27
$8.25M 0.2%
69,855
+3,779
28
$8.02M 0.19%
347,725
-208,218
29
$7.13M 0.17%
50,221
-2,446
30
$6.41M 0.15%
71,418
+8,684
31
$6.31M 0.15%
127,062
+24,793
32
$5.5M 0.13%
136,720
+27,540
33
$5.3M 0.13%
36,683
+6,783
34
$5.09M 0.12%
131,000
+15,340
35
$5.08M 0.12%
97,719
-3,914
36
$5.02M 0.12%
75,380
+15,902
37
$4.37M 0.1%
131,762
+9,246
38
$4.23M 0.1%
41,086
-420
39
$4.22M 0.1%
43,395
+3,158
40
$4.07M 0.1%
49,235
+9,515
41
$4.07M 0.1%
37,392
+2,917
42
$4.05M 0.1%
259,043
+107,602
43
$3.88M 0.09%
61,280
-2,985
44
$3.85M 0.09%
27,470
-1,767
45
$3.78M 0.09%
100,166
+20,403
46
$3.67M 0.09%
77,647
+34,570
47
$3.42M 0.08%
80,920
-7,002
48
$3.34M 0.08%
20,023
+3,566
49
$3.34M 0.08%
56,019
+11,504
50
$3.23M 0.08%
25,087
+705
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