We are live on ! Find out more
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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$92.8M
2
+$59.4M
3
+$41.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$32.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.2M

Top Sells

1
+$24.3M
2
+$15.6M
3
+$4.17M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.89M
5
RTX icon
RTX Corp
RTX
+$317K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.22%
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
701
– –
-250
702
– –
-216
703
– –
-16
704
– –
-12
705
– –
-6
706
– –
-5
707
– –
-115
708
$0 ﹤0.01%
3,907
+1,183
709
– –
-60
710
– –
-46
711
– –
-335
712
– –
-10
713
– –
-125
714
– –
-300
715
– –
-14
716
– –
-13
717
– –
-2
718
– –
-5
719
– –
-50
720
– –
-400
721
– –
-800
722
– –
-7
723
– –
-67
724
– –
-8
725
– –
-10
26 27 28
29
30