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
851
$14K ﹤0.01%
216
+69
852
$14K ﹤0.01%
249
+139
853
$14K ﹤0.01%
254
-22
854
$14K ﹤0.01%
164
+107
855
$14K ﹤0.01%
221
+49
856
$14K ﹤0.01%
666
+653
857
$14K ﹤0.01%
267
+126
858
$14K ﹤0.01%
132
+86
859
$14K ﹤0.01%
216
+89
860
$14K ﹤0.01%
570
+204
861
$14K ﹤0.01%
235
+84
862
$14K ﹤0.01%
269
+219
863
$14K ﹤0.01%
564
-705
864
$14K ﹤0.01%
259
+230
865
$14K ﹤0.01%
474
+347
866
$14K ﹤0.01%
209
+100
867
$14K ﹤0.01%
232
-9
868
$14K ﹤0.01%
253
+226
869
$14K ﹤0.01%
202
+59
870
$14K ﹤0.01%
837
+755
871
$14K ﹤0.01%
195
-17
872
$14K ﹤0.01%
290
+198
873
$14K ﹤0.01%
1,657
+1,301
874
$14K ﹤0.01%
325
+115
875
$14K ﹤0.01%
+927
33 34
35
36 37