W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
This Fund
S&P 500
1 Year Est. Return
+6.15%
AUM
$10.4B
AUM Growth
+$571M
(+5.8%)
Holding
534
Top Buys
| 1 | +$157M | |
| 2 | +$118M | |
| 3 | +$102M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$53.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$17.5M |
Top Sells
| 1 | +$48.6M | |
| 2 | +$36.8M | |
| 3 | +$35.8M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$30.2M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$16.4M |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Vulcan Materials
VMC
$39.5B
| – | – |
-2,172
|
|
||
527
Wyndham Hotels & Resorts
WH
$5.54B
| – | – |
-3,560
|
|
||
|
ZEN
528
DELISTED
ZENDESK INC
ZEN
| – | – |
-4,845
|
|
||
|
VAR
529
DELISTED
Varian Medical Systems, Inc.
VAR
| – | – |
-2,023
|
|
||
|
GGP
530
DELISTED
GGP Inc.
GGP
| – | – |
-46,014
|
|
||
|
XL
531
DELISTED
XL Group Ltd.
XL
| – | – |
-23,425
|
|
||
532
Mohawk Industries
MHK
$7.41B
| – | – |
-1,251
|
|
||
533
Packaging Corp of America
PKG
$19.5B
| – | – |
-2,001
|
|
||
534
Schwab International Small-Cap Equity ETF
SCHC
$5.47B
| – | – |
-5,769
|
|