W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
1 Year Est. Return
+6.15%
AUM
$10.4B
AUM Growth
+$571M
(+5.8%)
Holding
534
Top Buys
| 1 | +$157M | |
| 2 | +$118M | |
| 3 | +$102M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$53.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$17.5M |
Top Sells
| 1 | +$48.6M | |
| 2 | +$36.8M | |
| 3 | +$35.8M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$30.2M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$16.4M |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$181B
| $5.99M | 0.06% |
236,022
-16,788
|
|
||
52
ConocoPhillips
COP
$110B
| $5.92M | 0.06% |
76,521
+4,643
|
|
||
53
Wells Fargo
WFC
$273B
| $5.89M | 0.06% |
112,150
-11,997
|
|
||
54
Comcast
CMCSA
$108B
| $5.85M | 0.06% |
165,176
+26,872
|
|
||
55
Procter & Gamble
PG
$354B
| $5.8M | 0.06% |
69,731
-2,418
|
|
||
56
Netflix
NFLX
$466B
| $5.46M | 0.05% |
14,597
-752
|
|
||
57
AbbVie
ABBV
$402B
| $5.33M | 0.05% |
56,322
-10,036
|
|
||
58
McDonald's
MCD
$221B
| $5.29M | 0.05% |
31,653
-1,701
|
|
||
59
Costco
COST
$411B
| $5.28M | 0.05% |
22,467
-241
|
|
||
60
PepsiCo
PEP
$208B
| $5.2M | 0.05% |
46,524
+2,159
|
|
||
61
Texas Instruments
TXN
$154B
| $5.01M | 0.05% |
46,656
-4,128
|
|
||
62
Walt Disney
DIS
$202B
| $4.92M | 0.05% |
42,072
+419
|
|
||
63
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
| $4.78M | 0.05% |
177,107
+33,622
|
|
||
64
Altria Group
MO
$107B
| $4.76M | 0.05% |
78,903
+9,871
|
|
||
65
Abbott
ABT
$222B
| $4.72M | 0.05% |
64,368
+2,249
|
|
||
66
Union Pacific
UNP
$129B
| $4.72M | 0.05% |
28,993
+1,278
|
|
||
67
Amgen
AMGN
$155B
| $4.65M | 0.04% |
22,422
+430
|
|
||
68
DuPont de Nemours
DD
$34B
| $4.52M | 0.04% |
34,859
+3,429
|
|
||
69
Walmart
WMT
$837B
| $4.32M | 0.04% |
137,958
+11,517
|
|
||
70
Nike
NKE
$101B
| $4.31M | 0.04% |
50,897
+509
|
|
||
71
Honeywell
HON
$137B
| $4.23M | 0.04% |
26,508
+176
|
|
||
72
PayPal
PYPL
$67.7B
| $4.21M | 0.04% |
47,931
+194
|
|
||
73
Accenture
ACN
$156B
| $4.12M | 0.04% |
24,184
-830
|
|
||
74
Simon Property Group
SPG
$58.5B
| $4.09M | 0.04% |
23,154
-237
|
|
||
75
Coca-Cola
KO
$300B
| $4.04M | 0.04% |
87,581
+1,315
|
|