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
926
$11K ﹤0.01%
167
-91
927
$11K ﹤0.01%
380
+300
928
$11K ﹤0.01%
426
+140
929
$11K ﹤0.01%
203
+40
930
$11K ﹤0.01%
85
-72
931
$11K ﹤0.01%
114
+41
932
$11K ﹤0.01%
216
+188
933
$11K ﹤0.01%
273
+92
934
$11K ﹤0.01%
+695
935
$11K ﹤0.01%
220
-34
936
$11K ﹤0.01%
213
+1
937
$11K ﹤0.01%
302
+182
938
$11K ﹤0.01%
+168
939
$11K ﹤0.01%
680
+116
940
$11K ﹤0.01%
+337
941
$11K ﹤0.01%
308
+159
942
$11K ﹤0.01%
322
+172
943
$11K ﹤0.01%
198
+59
944
$11K ﹤0.01%
137
+100
945
$11K ﹤0.01%
+465
946
$11K ﹤0.01%
231
+224
947
$11K ﹤0.01%
276
+157
948
$11K ﹤0.01%
242
+69
949
$11K ﹤0.01%
315
+166
950
$11K ﹤0.01%
456
+107
36 37
38
39 40