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
76
$999K 0.04%
7,632
+4,033
77
$995K 0.04%
46,032
+26,559
78
$967K 0.04%
14,452
+5,770
79
$965K 0.04%
780
+481
80
$950K 0.04%
6,871
+1,477
81
$948K 0.04%
19,136
+11,706
82
$946K 0.04%
3,481
+1,233
83
$943K 0.04%
11,991
+4,800
84
$933K 0.04%
19,801
-1,849
85
$924K 0.04%
5,028
+2,504
86
$911K 0.04%
3,121
+1,382
87
$908K 0.04%
13,169
+4,035
88
$900K 0.04%
16,074
+9,302
89
$894K 0.04%
21,791
+12,274
90
$889K 0.04%
8,139
+3,668
91
$852K 0.03%
19,237
+4,529
92
$836K 0.03%
4,812
-273
93
$830K 0.03%
9,199
+4,607
94
$772K 0.03%
14,184
-5,145
95
$768K 0.03%
18,281
+4,870
96
$766K 0.03%
8,959
+4,174
97
$765K 0.03%
17,103
+9,708
98
$763K 0.03%
11,100
-218
99
$758K 0.03%
19,354
+8,125
100
$755K 0.03%
4,207
+1,834
2 3
4
5 6