W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$74.4M
2
+$29.6M
3
+$28.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$16M

Top Sells

1
+$287M
2
+$18.5M
3
+$17.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

Sector Composition

1 Communication Services 2.32%
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%
+1,613
684
$24K ﹤0.01%
431
+346
685
$24K ﹤0.01%
+622
686
$24K ﹤0.01%
1,576
+527
687
$24K ﹤0.01%
51
-129
688
$24K ﹤0.01%
482
+283
689
$24K ﹤0.01%
113
+91
690
$24K ﹤0.01%
714
+466
691
$24K ﹤0.01%
444
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692
$24K ﹤0.01%
756
+416
693
$24K ﹤0.01%
913
+562
694
$24K ﹤0.01%
476
+296
695
$23K ﹤0.01%
+54
696
$23K ﹤0.01%
347
+168
697
$23K ﹤0.01%
542
+268
698
$23K ﹤0.01%
854
+208
699
$23K ﹤0.01%
624
+252
700
$23K ﹤0.01%
217
+182
26 27
28
29 30