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
576
$36K ﹤0.01%
745
+100
577
$36K ﹤0.01%
1,239
-877
578
$36K ﹤0.01%
720
+483
579
$36K ﹤0.01%
186
+143
580
$36K ﹤0.01%
406
-33
581
$35K ﹤0.01%
638
+546
582
$35K ﹤0.01%
1,249
+697
583
$35K ﹤0.01%
219
+108
584
$35K ﹤0.01%
2,737
-837
585
$35K ﹤0.01%
380
+158
586
$34K ﹤0.01%
776
+115
587
$34K ﹤0.01%
1,143
-283
588
$34K ﹤0.01%
726
-1,920
589
$34K ﹤0.01%
+252
590
$34K ﹤0.01%
1,109
+260
591
$34K ﹤0.01%
3,036
-8,317
592
$34K ﹤0.01%
862
+650
593
$34K ﹤0.01%
1,045
-37
594
$34K ﹤0.01%
735
+105
595
$34K ﹤0.01%
991
+669
596
$34K ﹤0.01%
1,268
+856
597
$34K ﹤0.01%
+1,875
598
$34K ﹤0.01%
841
+226
599
$33K ﹤0.01%
193
+9
600
$33K ﹤0.01%
1,473
+1,101