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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
901
$12K ﹤0.01%
87
+25
902
$12K ﹤0.01%
557
+64
903
$12K ﹤0.01%
139
-70
904
$12K ﹤0.01%
757
+137
905
$12K ﹤0.01%
190
+34
906
$12K ﹤0.01%
234
+83
907
$12K ﹤0.01%
1,053
+577
908
$12K ﹤0.01%
195
+70
909
$12K ﹤0.01%
390
+110
910
$12K ﹤0.01%
913
+271
911
$12K ﹤0.01%
999
+439
912
$12K ﹤0.01%
204
+169
913
$12K ﹤0.01%
146
-219
914
$12K ﹤0.01%
497
-500
915
$12K ﹤0.01%
+914
916
$12K ﹤0.01%
502
+488
917
$12K ﹤0.01%
389
+195
918
$12K ﹤0.01%
406
-54
919
$11K ﹤0.01%
231
+224
920
$11K ﹤0.01%
569
+450
921
$11K ﹤0.01%
426
+140
922
$11K ﹤0.01%
203
+40
923
$11K ﹤0.01%
85
-72
924
$11K ﹤0.01%
114
+41
925
$11K ﹤0.01%
216
+188
35 36
37
38 39