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
526
$12K ﹤0.01%
258
-416
527
$12K ﹤0.01%
63
-547
528
$12K ﹤0.01%
325
+166
529
$12K ﹤0.01%
526
-326
530
$12K ﹤0.01%
357
+132
531
$11K ﹤0.01%
885
+675
532
$11K ﹤0.01%
530
+519
533
$10K ﹤0.01%
464
534
$10K ﹤0.01%
+184
535
$9K ﹤0.01%
691
-1,011
536
$9K ﹤0.01%
+450
537
$8K ﹤0.01%
+274
538
$8K ﹤0.01%
+69
539
$8K ﹤0.01%
263
-609
540
$8K ﹤0.01%
+275
541
$8K ﹤0.01%
216
-292
542
$7K ﹤0.01%
160
-244
543
$7K ﹤0.01%
150
-265
544
$7K ﹤0.01%
+185
545
$7K ﹤0.01%
+104
546
$7K ﹤0.01%
180
-241
547
$6K ﹤0.01%
100
548
$6K ﹤0.01%
+36
549
$6K ﹤0.01%
+156
550
$6K ﹤0.01%
+56
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