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
601
$33K ﹤0.01%
268
+141
602
$33K ﹤0.01%
187
+144
603
$33K ﹤0.01%
667
+182
604
$32K ﹤0.01%
509
+286
605
$32K ﹤0.01%
1,088
+430
606
$32K ﹤0.01%
269
+138
607
$32K ﹤0.01%
447
+281
608
$32K ﹤0.01%
521
+336
609
$32K ﹤0.01%
626
+317
610
$32K ﹤0.01%
1,077
+364
611
$32K ﹤0.01%
468
+276
612
$31K ﹤0.01%
630
+444
613
$31K ﹤0.01%
3,112
+2,464
614
$31K ﹤0.01%
443
+351
615
$31K ﹤0.01%
494
+253
616
$31K ﹤0.01%
424
-1,042
617
$31K ﹤0.01%
1,110
+344
618
$31K ﹤0.01%
576
+535
619
$31K ﹤0.01%
644
+539
620
$30K ﹤0.01%
353
+170
621
$30K ﹤0.01%
7,176
+5,920
622
$30K ﹤0.01%
417
+355
623
$30K ﹤0.01%
756
+466
624
$30K ﹤0.01%
700
-115
625
$30K ﹤0.01%
835
+59
23 24
25
26 27