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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.12M 0.07%
33,116
+6,581
52
$3.96M 0.07%
30,513
+3,471
53
$3.9M 0.07%
87,416
+14,040
54
$3.83M 0.07%
118,000
+15,021
55
$3.77M 0.07%
62,264
+10,575
56
$3.62M 0.06%
22,626
+3,119
57
$3.52M 0.06%
43,713
+3,265
58
$3.5M 0.06%
96,888
+7,753
59
$3.45M 0.06%
28,857
+4,136
60
$3.44M 0.06%
20,944
+9,114
61
$3.36M 0.06%
60,358
+16,019
62
$3.34M 0.06%
51,235
+1,751
63
$2.95M 0.05%
26,206
+4,540
64
$2.92M 0.05%
10,893
+1,530
65
$2.66M 0.05%
34,077
-1,961
66
$2.6M 0.05%
108,369
+8,280
67
$2.54M 0.05%
59,287
+3,598
68
$2.54M 0.05%
53,881
+3,121
69
$2.53M 0.04%
14,302
+3,573
70
$2.5M 0.04%
14,885
+2,455
71
$2.41M 0.04%
42,096
-5,896
72
$2.39M 0.04%
22,576
+2,023
73
$2.3M 0.04%
54,275
+12,880
74
$2.25M 0.04%
77,368
+18,132
75
$2.24M 0.04%
13,482
+2,697
1 2
3
4 5