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
826
$15K ﹤0.01%
894
+865
827
$15K ﹤0.01%
279
+133
828
$15K ﹤0.01%
341
+243
829
$15K ﹤0.01%
361
+331
830
$15K ﹤0.01%
1,029
+484
831
$15K ﹤0.01%
249
+139
832
$15K ﹤0.01%
+162
833
$15K ﹤0.01%
801
+774
834
$15K ﹤0.01%
529
+379
835
$15K ﹤0.01%
215
+158
836
$15K ﹤0.01%
251
+164
837
$15K ﹤0.01%
+760
838
$15K ﹤0.01%
392
+183
839
$15K ﹤0.01%
1,068
-97
840
$15K ﹤0.01%
317
+115
841
$15K ﹤0.01%
940
+830
842
$15K ﹤0.01%
1,198
-328
843
$15K ﹤0.01%
296
-112
844
$15K ﹤0.01%
323
+285
845
$15K ﹤0.01%
2,082
+1,382
846
$15K ﹤0.01%
395
+310
847
$14K ﹤0.01%
331
-268
848
$14K ﹤0.01%
335
+193
849
$14K ﹤0.01%
437
+398
850
$14K ﹤0.01%
158
-82
32 33
34
35 36