W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
1 Year Est. Return
+6.15%
AUM
$9.79B
AUM Growth
-$75.9M
(-0.77%)
Holding
527
Top Buys
| 1 | +$71.9M | |
| 2 | +$69.9M | |
| 3 | +$65M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$50.3M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$28.3M |
Top Sells
| 1 | +$109M | |
| 2 | +$67.1M | |
| 3 | +$52.3M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$34.2M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$22.6M |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 1.6% |
| 3 | Communication Services | 1.05% |
| 4 | Healthcare | 0.92% |
| 5 | Consumer Discretionary | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Bond Market
BND
$138B
| $15.8M | 0.16% |
200,146
+137,226
|
|
||
27
Alphabet (Google) Class C
GOOG
$3.26T
| $14.2M | 0.15% |
254,920
-49,820
|
|
||
28
JPMorgan Chase
JPM
$828B
| $13.1M | 0.13% |
125,498
-30,523
|
|
||
29
UnitedHealth
UNH
$331B
| $12.6M | 0.13% |
51,344
+3,896
|
|
||
30
Bank of America
BAC
$389B
| $11.8M | 0.12% |
420,242
-83,150
|
|
||
|
31
Alphabet (Google) Class A
GOOGL
$3.26T
| $10.9M | 0.11% |
193,200
-35,260
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.05T
| $10.7M | 0.11% |
57,238
-16,129
|
|
||
33
Visa
V
$675B
| $10.1M | 0.1% |
76,131
-6,185
|
|
||
34
Chevron
CVX
$313B
| $9.79M | 0.1% |
77,418
-6,490
|
|
||
35
Home Depot
HD
$383B
| $9.76M | 0.1% |
50,007
+748
|
|
||
36
Boeing
BA
$169B
| $8.92M | 0.09% |
26,599
-1,048
|
|
||
37
Exxon Mobil
XOM
$494B
| $8.79M | 0.09% |
106,193
-187
|
|
||
38
Mastercard
MA
$517B
| $8.37M | 0.09% |
42,601
-2,949
|
|
||
39
Schwab US REIT ETF
SCHH
$8.5B
| $8.19M | 0.08% |
391,990
+21,742
|
|
||
40
Johnson & Johnson
JNJ
$458B
| $8.14M | 0.08% |
67,101
-18,636
|
|
||
41
Intel
INTC
$188B
| $8.04M | 0.08% |
161,660
-16,587
|
|
||
42
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $8.03M | 0.08% |
164,470
-218,153
|
|
||
43
Cisco
CSCO
$282B
| $7.79M | 0.08% |
180,926
-27,195
|
|
||
44
Merck
MRK
$220B
| $7.34M | 0.07% |
126,660
+68,148
|
|
||
45
Citigroup
C
$181B
| $6.97M | 0.07% |
104,213
-34,620
|
|
||
46
Pfizer
PFE
$141B
| $6.93M | 0.07% |
201,347
-12,620
|
|
||
47
Wells Fargo
WFC
$274B
| $6.88M | 0.07% |
124,147
+23,854
|
|
||
|
XYZ
48
Block Inc
XYZ
$48.9B
| $6.53M | 0.07% |
105,912
-28,795
|
|
||
49
AbbVie
ABBV
$403B
| $6.15M | 0.06% |
66,358
-13,248
|
|
||
50
AT&T
T
$181B
| $6.13M | 0.06% |
252,810
-3,943
|
|