W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$74.4M
2
+$29.6M
3
+$28.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$16M

Top Sells

1
+$287M
2
+$18.5M
3
+$17.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

Sector Composition

1 Communication Services 2.32%
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%
1,218
+808
752
$20K ﹤0.01%
414
+362
753
$20K ﹤0.01%
479
+274
754
$20K ﹤0.01%
241
+212
755
$20K ﹤0.01%
524
+54
756
$20K ﹤0.01%
1,602
+454
757
$20K ﹤0.01%
597
+322
758
$20K ﹤0.01%
624
+486
759
$20K ﹤0.01%
347
+151
760
$20K ﹤0.01%
991
+545
761
$20K ﹤0.01%
231
762
$20K ﹤0.01%
226
+82
763
$20K ﹤0.01%
1,188
764
$20K ﹤0.01%
598
+99
765
$20K ﹤0.01%
612
+311
766
$19K ﹤0.01%
472
+240
767
$19K ﹤0.01%
686
+241
768
$19K ﹤0.01%
486
+264
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