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
901
$12K ﹤0.01%
757
+137
902
$12K ﹤0.01%
190
+34
903
$12K ﹤0.01%
234
+83
904
$12K ﹤0.01%
1,053
+577
905
$12K ﹤0.01%
195
+70
906
$12K ﹤0.01%
390
+110
907
$12K ﹤0.01%
913
+271
908
$12K ﹤0.01%
999
+439
909
$12K ﹤0.01%
204
+169
910
$12K ﹤0.01%
146
-219
911
$12K ﹤0.01%
497
-500
912
$12K ﹤0.01%
+914
913
$12K ﹤0.01%
502
+488
914
$12K ﹤0.01%
389
+195
915
$12K ﹤0.01%
413
+47
916
$12K ﹤0.01%
203
-84
917
$12K ﹤0.01%
274
+165
918
$12K ﹤0.01%
159
-81
919
$11K ﹤0.01%
308
+159
920
$11K ﹤0.01%
322
+172
921
$11K ﹤0.01%
198
+59
922
$11K ﹤0.01%
137
+100
923
$11K ﹤0.01%
665
+446
924
$11K ﹤0.01%
+337
925
$11K ﹤0.01%
374
+264
35 36
37
38 39