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
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.08%
46,483
+6,897
52
$3.18M 0.08%
149,180
+38,276
53
$3.15M 0.07%
99,374
+22,538
54
$2.97M 0.07%
25,767
-1,267
55
$2.85M 0.07%
19,357
+2,389
56
$2.82M 0.07%
71,679
-2,320
57
$2.77M 0.07%
43,858
+4,228
58
$2.69M 0.06%
24,184
+152
59
$2.67M 0.06%
30,964
+4,498
60
$2.67M 0.06%
38,047
+1,637
61
$2.65M 0.06%
82,428
+970
62
$2.52M 0.06%
32,060
-1,037
63
$2.35M 0.06%
97,629
+13,002
64
$2.2M 0.05%
9,163
+363
65
$2.19M 0.05%
26,042
+234
66
$2.01M 0.05%
27,137
+1,465
67
$1.95M 0.05%
20,008
+3,903
68
$1.89M 0.04%
18,599
+286
69
$1.87M 0.04%
17,927
+3,721
70
$1.78M 0.04%
14,590
+271
71
$1.77M 0.04%
16,180
+1,605
72
$1.74M 0.04%
12,802
+546
73
$1.63M 0.04%
17,531
-2,751
74
$1.59M 0.04%
40,064
+19,711
75
$1.58M 0.04%
7,638
+741
1 2
3
4 5