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
776
$19K ﹤0.01%
1,128
+108
777
$19K ﹤0.01%
730
+454
778
$19K ﹤0.01%
158
+77
779
$19K ﹤0.01%
695
+502
780
$19K ﹤0.01%
307
+239
781
$19K ﹤0.01%
820
+607
782
$19K ﹤0.01%
358
+1
783
$18K ﹤0.01%
291
+242
784
$18K ﹤0.01%
326
+138
785
$18K ﹤0.01%
348
+165
786
$18K ﹤0.01%
213
+55
787
$18K ﹤0.01%
330
-1,014
788
$18K ﹤0.01%
400
+216
789
$18K ﹤0.01%
335
+94
790
$18K ﹤0.01%
665
-515
791
$18K ﹤0.01%
996
+123
792
$18K ﹤0.01%
488
+260
793
$18K ﹤0.01%
1,780
+1,329
794
$18K ﹤0.01%
282
+94
795
$18K ﹤0.01%
468
+321
796
$17K ﹤0.01%
784
+442
797
$17K ﹤0.01%
159
+141
798
$17K ﹤0.01%
490
-151
799
$17K ﹤0.01%
1,064
+786
800
$17K ﹤0.01%
3,759
-5,076