W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Return 6.15%
This Quarter Return
+1.26%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
10 Year Return
AUM
$802M
AUM Growth
Cap. Flow
+$802M
Cap. Flow %
100%
Top 10 Hldgs %
92.25%
Holding
545
New
545
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Financials 0.9%
3 Healthcare 0.77%
4 Industrials 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NDAQ icon
476
Nasdaq
NDAQ
$53.6B
$14K ﹤0.01%
+1,137
New +$14K
TT icon
477
Trane Technologies
TT
$92.1B
$14K ﹤0.01%
+247
New +$14K
UNM icon
478
Unum
UNM
$12.6B
$14K ﹤0.01%
+391
New +$14K
NLSN
479
DELISTED
Nielsen Holdings plc
NLSN
$14K ﹤0.01%
+316
New +$14K
BIV icon
480
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
$13K ﹤0.01%
+159
New +$13K
IRM icon
481
Iron Mountain
IRM
$27.2B
$13K ﹤0.01%
+492
New +$13K
SCG
482
DELISTED
Scana
SCG
$13K ﹤0.01%
+251
New +$13K
DHI icon
483
D.R. Horton
DHI
$54.2B
$12K ﹤0.01%
+551
New +$12K
HBAN icon
484
Huntington Bancshares
HBAN
$25.7B
$12K ﹤0.01%
+1,229
New +$12K
ORAN
485
DELISTED
Orange
ORAN
$12K ﹤0.01%
+800
New +$12K
FLIR
486
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$12K ﹤0.01%
+327
New +$12K
GT icon
487
Goodyear
GT
$2.43B
$11K ﹤0.01%
+391
New +$11K
SHY icon
488
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$11K ﹤0.01%
+131
New +$11K
VRTX icon
489
Vertex Pharmaceuticals
VRTX
$102B
$11K ﹤0.01%
+154
New +$11K
PCL
490
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$11K ﹤0.01%
+267
New +$11K
CA
491
DELISTED
CA, Inc.
CA
$11K ﹤0.01%
+334
New +$11K
CCL icon
492
Carnival Corp
CCL
$42.8B
$10K ﹤0.01%
+256
New +$10K
EXPD icon
493
Expeditors International
EXPD
$16.4B
$10K ﹤0.01%
+254
New +$10K
SEE icon
494
Sealed Air
SEE
$4.82B
$10K ﹤0.01%
+309
New +$10K
URBN icon
495
Urban Outfitters
URBN
$6.35B
$10K ﹤0.01%
+263
New +$10K
VRSN icon
496
VeriSign
VRSN
$26.2B
$10K ﹤0.01%
+184
New +$10K
FFH
497
DELISTED
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
$9K ﹤0.01%
+20
New +$9K
GRPN icon
498
Groupon
GRPN
$971M
$9K ﹤0.01%
+53
New +$9K
MHK icon
499
Mohawk Industries
MHK
$8.65B
$9K ﹤0.01%
+62
New +$9K
JEF icon
500
Jefferies Financial Group
JEF
$13.1B
$8K ﹤0.01%
+328
New +$8K