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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$58.8M
3
+$41.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.6M

Top Sells

1
+$23.3M
2
+$14.5M
3
+$4.76M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.73M
5
RTX icon
RTX Corp
RTX
+$308K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.23%
3 Financials 1.09%
4 Healthcare 0.95%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$23K ﹤0.01%
426
+50
502
$22K ﹤0.01%
231
+109
503
$22K ﹤0.01%
324
-671
504
$22K ﹤0.01%
1,778
+1,238
505
$20K ﹤0.01%
56
506
$20K ﹤0.01%
365
-613
507
$19K ﹤0.01%
631
+213
508
$18K ﹤0.01%
98
-287
509
$18K ﹤0.01%
4
-6
510
$18K ﹤0.01%
640
-247
511
$18K ﹤0.01%
+89
512
$17K ﹤0.01%
+443
513
$16K ﹤0.01%
1,317
-1,950
514
$16K ﹤0.01%
276
-728
515
$15K ﹤0.01%
561
+234
516
$15K ﹤0.01%
326
-1,028
517
$15K ﹤0.01%
439
-1,525
518
$14K ﹤0.01%
+153
519
$14K ﹤0.01%
435
-214
520
$14K ﹤0.01%
87
-56
521
$13K ﹤0.01%
176
-569
522
$13K ﹤0.01%
575
-1,075
523
$13K ﹤0.01%
116
+111
524
$13K ﹤0.01%
888
-1,524
525
$12K ﹤0.01%
+1,100
19 20
21
22 23