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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$58.8M
3
+$41.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.6M

Top Sells

1
+$23.3M
2
+$14.5M
3
+$4.76M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.73M
5
RTX icon
RTX Corp
RTX
+$308K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.23%
3 Financials 1.09%
4 Healthcare 0.95%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+25
652
$1K ﹤0.01%
+17
653
$1K ﹤0.01%
71
-329
654
$1K ﹤0.01%
69
-4
655
$1K ﹤0.01%
+10
656
$1K ﹤0.01%
+50
657
$1K ﹤0.01%
+22
658
$1K ﹤0.01%
+25
659
$1K ﹤0.01%
+24
660
$1K ﹤0.01%
+32
661
$1K ﹤0.01%
+146
662
$1K ﹤0.01%
+154
663
$1K ﹤0.01%
+50
664
$1K ﹤0.01%
+35
665
$1K ﹤0.01%
+25
666
– –
-13
667
– –
-55
668
– –
-178
669
$0 ﹤0.01%
4
670
– –
-24
671
– –
-16
672
– –
-14
673
– –
-15
674
– –
-3
675
– –
-250
25 26
27
28 29