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
751
$20K ﹤0.01%
209
+147
752
$20K ﹤0.01%
13
+12
753
$20K ﹤0.01%
341
+194
754
$20K ﹤0.01%
1,218
+808
755
$20K ﹤0.01%
414
+362
756
$20K ﹤0.01%
479
+274
757
$20K ﹤0.01%
241
+212
758
$20K ﹤0.01%
524
+54
759
$20K ﹤0.01%
1,602
+454
760
$20K ﹤0.01%
597
+322
761
$20K ﹤0.01%
612
+311
762
$20K ﹤0.01%
624
+486
763
$20K ﹤0.01%
347
+151
764
$20K ﹤0.01%
991
+545
765
$20K ﹤0.01%
231
766
$19K ﹤0.01%
686
+241
767
$19K ﹤0.01%
486
+264
768
$19K ﹤0.01%
472
+240
769
$19K ﹤0.01%
355
+322
770
$19K ﹤0.01%
374
+77
771
$19K ﹤0.01%
350
+252
772
$19K ﹤0.01%
410
+116
773
$19K ﹤0.01%
322
+142
774
$19K ﹤0.01%
400
+110
775
$19K ﹤0.01%
692
+444
29 30
31
32 33