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
676
$25K ﹤0.01%
545
+439
677
$25K ﹤0.01%
464
+375
678
$25K ﹤0.01%
1,563
+1,215
679
$25K ﹤0.01%
680
+344
680
$25K ﹤0.01%
1,228
+877
681
$25K ﹤0.01%
652
+525
682
$25K ﹤0.01%
218
+138
683
$24K ﹤0.01%
431
+346
684
$24K ﹤0.01%
+622
685
$24K ﹤0.01%
1,576
+527
686
$24K ﹤0.01%
51
-129
687
$24K ﹤0.01%
482
+283
688
$24K ﹤0.01%
113
+91
689
$24K ﹤0.01%
714
+466
690
$24K ﹤0.01%
444
+253
691
$24K ﹤0.01%
756
+416
692
$24K ﹤0.01%
913
+562
693
$24K ﹤0.01%
476
+296
694
$24K ﹤0.01%
+1,613
695
$23K ﹤0.01%
+54
696
$23K ﹤0.01%
854
+208
697
$23K ﹤0.01%
624
+252
698
$23K ﹤0.01%
217
+182
699
$23K ﹤0.01%
347
+168
700
$23K ﹤0.01%
248
+221
26 27
28
29 30