W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+2.44%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$2.08B
AUM Growth
+$370M
(+22%)
Cap. Flow
+$333M
Cap. Flow
% of AUM
16%
Top 10 Holdings %
Top 10 Hldgs %
81.56%
Holding
1,318
New
192
Increased
853
Reduced
152
Closed
88
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$105M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$55.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$34.8M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$34.1M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$28.6M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
+$35.5M |
| 2 |
PFPT
Proofpoint, Inc.
PFPT
|
+$3.52M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$604K |
| 4 |
Bank of America
BAC
|
+$602K |
| 5 |
AGN
ALLERGAN INC
AGN
|
+$569K |
Sector Composition
| 1 | Communication Services | 2.75% |
| 2 | Financials | 1.14% |
| 3 | Healthcare | 1.06% |
| 4 | Technology | 0.95% |
| 5 | Industrials | 0.69% |
