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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.07%
49,484
+5,626
52
$3.07M 0.07%
26,535
+8,608
53
$3.02M 0.07%
36,038
+3,978
54
$2.95M 0.07%
40,448
+2,401
55
$2.94M 0.06%
28,233
+10,702
56
$2.91M 0.06%
19,507
+150
57
$2.9M 0.06%
51,689
-4,330
58
$2.82M 0.06%
73,376
+1,697
59
$2.79M 0.06%
35,809
-13,426
60
$2.75M 0.06%
24,721
+537
61
$2.55M 0.06%
84,329
-15,045
62
$2.44M 0.05%
44,339
+25,783
63
$2.44M 0.05%
50,760
+10,696
64
$2.35M 0.05%
55,689
+7,886
65
$2.34M 0.05%
9,363
+200
66
$2.31M 0.05%
100,089
+2,460
67
$2.24M 0.05%
21,666
+3,067
68
$2.17M 0.05%
813,720
+105,320
69
$2.14M 0.05%
18,237
+3,647
70
$2.13M 0.05%
18,623
+2,443
71
$2.13M 0.05%
20,553
+545
72
$2.08M 0.05%
37,405
+15,124
73
$2.08M 0.05%
35,512
+21,617
74
$1.99M 0.04%
12,430
+4,312
75
$1.93M 0.04%
19,942
+10,032
1 2
3
4 5