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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.48M 0.17%
115,592
-2,213
27
$9.41M 0.17%
299,755
+22,132
28
$9.12M 0.16%
73,239
+14,093
29
$9.03M 0.16%
217,800
+83,540
30
$8.7M 0.15%
99,050
+12,854
31
$8.56M 0.15%
362,936
+43,820
32
$7.83M 0.14%
54,789
-372
33
$7.49M 0.13%
44,905
+6,197
34
$6.97M 0.12%
164,500
+35,600
35
$6.76M 0.12%
75,254
+12,818
36
$6.03M 0.11%
100,872
+9,376
37
$5.93M 0.11%
36,129
+1,424
38
$5.79M 0.1%
53,935
+2,027
39
$5.59M 0.1%
148,704
+15,410
40
$5.58M 0.1%
78,094
+7,098
41
$5.23M 0.09%
35,641
+6,916
42
$4.99M 0.09%
+288,463
43
$4.98M 0.09%
332,984
-12,641
44
$4.96M 0.09%
243,300
+60,720
45
$4.86M 0.09%
43,071
+7,882
46
$4.55M 0.08%
93,269
-3,772
47
$4.52M 0.08%
50,907
+15,098
48
$4.37M 0.08%
129,178
+44,849
49
$4.2M 0.07%
37,030
+8,797
50
$4.16M 0.07%
37,203
+5,372
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