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
651
$28K ﹤0.01%
429
+315
652
$28K ﹤0.01%
297
+145
653
$28K ﹤0.01%
+10,833
654
$28K ﹤0.01%
530
+350
655
$28K ﹤0.01%
687
+402
656
$27K ﹤0.01%
375
+178
657
$27K ﹤0.01%
324
-18
658
$27K ﹤0.01%
459
+151
659
$27K ﹤0.01%
625
+416
660
$27K ﹤0.01%
255
+75
661
$27K ﹤0.01%
910
+736
662
$27K ﹤0.01%
+600
663
$27K ﹤0.01%
96
+78
664
$27K ﹤0.01%
559
+326
665
$27K ﹤0.01%
350
+183
666
$26K ﹤0.01%
319
+138
667
$26K ﹤0.01%
228
+128
668
$26K ﹤0.01%
397
+279
669
$26K ﹤0.01%
430
+257
670
$26K ﹤0.01%
1,449
+1,105
671
$25K ﹤0.01%
486
+401
672
$25K ﹤0.01%
1,212
+960
673
$25K ﹤0.01%
171
+47
674
$25K ﹤0.01%
3,861
+1,731
675
$25K ﹤0.01%
+876
25 26
27
28 29