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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.62M 0.19%
229,920
+4,900
27
$8.35M 0.18%
55,161
+4,940
28
$7.72M 0.17%
157,041
+29,979
29
$7.44M 0.16%
86,196
+10,816
30
$7.05M 0.16%
319,116
+60,073
31
$6.81M 0.15%
59,146
-10,709
32
$6.31M 0.14%
38,708
+2,025
33
$6.11M 0.13%
51,908
+10,822
34
$5.63M 0.12%
345,625
-2,100
35
$5.55M 0.12%
34,705
+7,235
36
$5.44M 0.12%
91,496
+13,849
37
$5.25M 0.12%
62,436
-8,982
38
$5.18M 0.11%
134,260
+3,260
39
$5.18M 0.11%
97,041
-678
40
$5.11M 0.11%
128,900
-7,820
41
$4.8M 0.11%
70,996
+9,716
42
$4.6M 0.1%
133,294
+1,532
43
$3.85M 0.08%
28,725
+3,638
44
$3.75M 0.08%
182,580
+33,400
45
$3.33M 0.07%
31,831
-5,561
46
$3.29M 0.07%
27,042
+1,275
47
$3.23M 0.07%
89,135
-11,031
48
$3.22M 0.07%
35,189
-8,206
49
$3.17M 0.07%
102,979
+20,551
50
$3.13M 0.07%
47,992
+1,509
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