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
551
$42K ﹤0.01%
1,543
+716
552
$41K ﹤0.01%
1,068
+675
553
$41K ﹤0.01%
452
+258
554
$41K ﹤0.01%
2,541
+1,657
555
$41K ﹤0.01%
396
-1,006
556
$39K ﹤0.01%
2,610
-116
557
$39K ﹤0.01%
+1,650
558
$39K ﹤0.01%
1,120
+309
559
$38K ﹤0.01%
4,505
+2,825
560
$38K ﹤0.01%
352
+133
561
$38K ﹤0.01%
1,083
+434
562
$38K ﹤0.01%
1,322
+909
563
$38K ﹤0.01%
433
+184
564
$38K ﹤0.01%
2,104
+584
565
$37K ﹤0.01%
647
+308
566
$37K ﹤0.01%
347
+211
567
$37K ﹤0.01%
500
+60
568
$37K ﹤0.01%
446
+180
569
$37K ﹤0.01%
585
-132
570
$37K ﹤0.01%
891
-3,063
571
$37K ﹤0.01%
423
+219
572
$37K ﹤0.01%
588
+351
573
$37K ﹤0.01%
1,413
+266
574
$36K ﹤0.01%
470
+330
575
$36K ﹤0.01%
2,839
+1,923
21 22
23
24 25