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
$2.5B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$28.2M
3
+$25.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$15.5M
5
VB icon
Vanguard Small-Cap ETF
VB
+$14.8M

Top Sells

1
+$2.66B
2
+$17.6M
3
+$16.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$15.4M

Sector Composition

1 Communication Services 2.31%
2 Technology 1.46%
3 Financials 1.45%
4 Healthcare 1.24%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$57K ﹤0.01%
1,352
+139
502
$56K ﹤0.01%
1,877
+494
503
$56K ﹤0.01%
1,981
+729
504
$55K ﹤0.01%
1,364
+522
505
$55K ﹤0.01%
1,754
-296
506
$55K ﹤0.01%
575
-34
507
$54K ﹤0.01%
2,991
+246
508
$54K ﹤0.01%
811
-60
509
$53K ﹤0.01%
1,723
-897
510
$53K ﹤0.01%
1,757
-1,856
511
$52K ﹤0.01%
1,328
-952
512
$52K ﹤0.01%
916
-1,781
513
$51K ﹤0.01%
1,192
+1,112
514
$51K ﹤0.01%
2,456
+660
515
$50K ﹤0.01%
1,139
-144
516
$50K ﹤0.01%
1,213
+758
517
$50K ﹤0.01%
1,089
-551
518
$50K ﹤0.01%
336
+213
519
$50K ﹤0.01%
439
+262
520
$50K ﹤0.01%
674
+446
521
$49K ﹤0.01%
1,079
-79
522
$49K ﹤0.01%
1,524
+1,063
523
$49K ﹤0.01%
105
+73
524
$48K ﹤0.01%
4,889
-1,603
525
$48K ﹤0.01%
547
+343
19 20
21
22 23