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
951
$10K ﹤0.01%
228
-115
952
$10K ﹤0.01%
135
+73
953
$10K ﹤0.01%
193
+92
954
$10K ﹤0.01%
457
+128
955
$10K ﹤0.01%
536
+110
956
$10K ﹤0.01%
371
-65
957
$10K ﹤0.01%
385
+257
958
$10K ﹤0.01%
140
+121
959
$10K ﹤0.01%
115
+44
960
$10K ﹤0.01%
207
+76
961
$10K ﹤0.01%
634
+12
962
$10K ﹤0.01%
1,196
+158
963
$10K ﹤0.01%
131
-316
964
$10K ﹤0.01%
381
+240
965
$10K ﹤0.01%
239
+161
966
$10K ﹤0.01%
365
+202
967
$10K ﹤0.01%
231
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968
$10K ﹤0.01%
329
+152
969
$10K ﹤0.01%
292
+133
970
$10K ﹤0.01%
406
+191
971
$10K ﹤0.01%
+161
972
$10K ﹤0.01%
328
+8
973
$10K ﹤0.01%
685
+423
974
$10K ﹤0.01%
+206
975
$10K ﹤0.01%
+250
37 38
39
40 41