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
51
$1.89M 0.08%
33,233
+17,439
52
$1.89M 0.08%
22,539
+7,549
53
$1.81M 0.07%
22,938
+14,949
54
$1.79M 0.07%
18,233
+3,005
55
$1.79M 0.07%
59,982
+5,805
56
$1.78M 0.07%
44,363
+20,697
57
$1.72M 0.07%
12,386
+5,068
58
$1.69M 0.07%
15,608
+5,390
59
$1.68M 0.07%
17,759
+4,016
60
$1.62M 0.06%
27,401
+11,331
61
$1.53M 0.06%
7,402
+3,239
62
$1.47M 0.06%
40,721
+15,040
63
$1.37M 0.05%
15,200
+5,894
64
$1.36M 0.05%
14,123
-97
65
$1.35M 0.05%
9,372
+5,095
66
$1.33M 0.05%
13,539
+5,981
67
$1.31M 0.05%
14,830
+9,111
68
$1.31M 0.05%
31,186
+12,013
69
$1.3M 0.05%
13,187
+5,986
70
$1.2M 0.05%
15,065
+7,940
71
$1.16M 0.05%
9,789
+3,607
72
$1.13M 0.05%
19,935
+3,968
73
$1.09M 0.04%
13,148
+4,752
74
$1.04M 0.04%
15,099
+8,769
75
$1.02M 0.04%
21,222
+10,605
1 2
3
4 5