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
926
$11K ﹤0.01%
+118
927
$11K ﹤0.01%
479
+223
928
$11K ﹤0.01%
759
+287
929
$11K ﹤0.01%
276
+175
930
$11K ﹤0.01%
277
+109
931
$11K ﹤0.01%
167
-91
932
$11K ﹤0.01%
+465
933
$11K ﹤0.01%
231
+224
934
$11K ﹤0.01%
380
+300
935
$11K ﹤0.01%
426
+140
936
$11K ﹤0.01%
203
+40
937
$11K ﹤0.01%
85
-72
938
$11K ﹤0.01%
114
+41
939
$11K ﹤0.01%
216
+188
940
$11K ﹤0.01%
273
+92
941
$11K ﹤0.01%
+695
942
$11K ﹤0.01%
220
-34
943
$11K ﹤0.01%
213
+1
944
$11K ﹤0.01%
302
+182
945
$11K ﹤0.01%
+168
946
$11K ﹤0.01%
680
+116
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