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
701
$23K ﹤0.01%
468
+248
702
$23K ﹤0.01%
542
+268
703
$23K ﹤0.01%
446
+276
704
$23K ﹤0.01%
436
+292
705
$23K ﹤0.01%
2,443
+1,319
706
$23K ﹤0.01%
270
+198
707
$23K ﹤0.01%
193
+7
708
$22K ﹤0.01%
801
+135
709
$22K ﹤0.01%
469
-118
710
$22K ﹤0.01%
298
+128
711
$22K ﹤0.01%
615
-430
712
$22K ﹤0.01%
1,380
+842
713
$22K ﹤0.01%
443
+266
714
$22K ﹤0.01%
562
+139
715
$22K ﹤0.01%
650
716
$22K ﹤0.01%
1,300
717
$22K ﹤0.01%
405
+117
718
$22K ﹤0.01%
601
-737
719
$22K ﹤0.01%
779
+439
720
$22K ﹤0.01%
960
+669
721
$22K ﹤0.01%
416
+265
722
$22K ﹤0.01%
675
+449
723
$22K ﹤0.01%
369
+255
724
$22K ﹤0.01%
512
+215
725
$22K ﹤0.01%
1,484
+1,158
27 28
29
30 31