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
626
$30K ﹤0.01%
367
-258
627
$30K ﹤0.01%
+3,688
628
$30K ﹤0.01%
380
+128
629
$30K ﹤0.01%
846
+450
630
$30K ﹤0.01%
1,594
+902
631
$30K ﹤0.01%
393
-232
632
$30K ﹤0.01%
21
+14
633
$30K ﹤0.01%
1,097
+789
634
$30K ﹤0.01%
2,931
+1,109
635
$29K ﹤0.01%
136
+82
636
$29K ﹤0.01%
+3,250
637
$29K ﹤0.01%
1,847
+1,292
638
$29K ﹤0.01%
690
+424
639
$29K ﹤0.01%
377
+164
640
$29K ﹤0.01%
+616
641
$29K ﹤0.01%
824
+634
642
$29K ﹤0.01%
679
+614
643
$29K ﹤0.01%
1,480
+1,054
644
$28K ﹤0.01%
854
+420
645
$28K ﹤0.01%
576
+303
646
$28K ﹤0.01%
425
+331
647
$28K ﹤0.01%
764
+447
648
$28K ﹤0.01%
1,195
649
$28K ﹤0.01%
1,017
+574
650
$28K ﹤0.01%
271
-746
24 25
26
27 28