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 | +$159M | |
| 2 | +$118M | |
| 3 | +$103M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$52.3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$17.5M |
Top Sells
| 1 | +$49.9M | |
| 2 | +$36.3M | |
| 3 | +$35.4M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$30.4M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$16.1M |
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
Tesla
TSLA
$1.47T
| – | – |
-12,960
|
|
||
527
Under Armour Class C
UA
$2.67B
| – | – |
-23,111
|
|
||
528
Vanguard FTSE All-World ex-US ETF
VEU
$58.1B
| – | – |
-3,930
|
|
||
529
Vulcan Materials
VMC
$34.7B
| – | – |
-2,172
|
|
||
530
Wyndham Hotels & Resorts
WH
$5.52B
| – | – |
-3,560
|
|
||
|
ZEN
531
DELISTED
ZENDESK INC
ZEN
| – | – |
-4,845
|
|
||
|
VAR
532
DELISTED
Varian Medical Systems, Inc.
VAR
| – | – |
-2,023
|
|
||
|
GGP
533
DELISTED
GGP Inc.
GGP
| – | – |
-46,014
|
|
||
|
XL
534
DELISTED
XL Group Ltd.
XL
| – | – |
-23,425
|
|