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
526
$48K ﹤0.01%
2,529
+1,209
527
$48K ﹤0.01%
4,664
+508
528
$47K ﹤0.01%
897
+854
529
$47K ﹤0.01%
456
+248
530
$47K ﹤0.01%
465
+333
531
$47K ﹤0.01%
733
-378
532
$46K ﹤0.01%
669
+429
533
$46K ﹤0.01%
264
+12
534
$46K ﹤0.01%
877
-120
535
$46K ﹤0.01%
+1,269
536
$46K ﹤0.01%
635
+128
537
$45K ﹤0.01%
677
+336
538
$45K ﹤0.01%
514
+296
539
$45K ﹤0.01%
1,593
+712
540
$45K ﹤0.01%
1,011
+510
541
$45K ﹤0.01%
235
+92
542
$45K ﹤0.01%
1,176
+858
543
$44K ﹤0.01%
739
-64
544
$44K ﹤0.01%
3,429
+818
545
$44K ﹤0.01%
321
+219
546
$43K ﹤0.01%
738
+485
547
$43K ﹤0.01%
1,730
+1,277
548
$43K ﹤0.01%
314
+132
549
$43K ﹤0.01%
523
+280
550
$43K ﹤0.01%
2,161
+1,771
20 21
22
23 24