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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.04%
7,954
+2,050
77
$1.89M 0.04%
13,280
+478
78
$1.81M 0.04%
22,399
-3,643
79
$1.79M 0.04%
24,330
+4,917
80
$1.73M 0.04%
11,830
-8,193
81
$1.72M 0.04%
41,395
-39,525
82
$1.71M 0.04%
10,785
+2,310
83
$1.67M 0.04%
59,236
+12,576
84
$1.67M 0.04%
10,729
+4,244
85
$1.64M 0.04%
4,312
+323
86
$1.61M 0.04%
13,967
+2,793
87
$1.59M 0.04%
33,551
+4,735
88
$1.48M 0.03%
28,735
+4,159
89
$1.44M 0.03%
25,644
+4,070
90
$1.44M 0.03%
17,343
+1,568
91
$1.42M 0.03%
15,340
+1,991
92
$1.34M 0.03%
75,850
+3,070
93
$1.33M 0.03%
20,312
-6,825
94
$1.31M 0.03%
19,011
+4,505
95
$1.3M 0.03%
889
+69
96
$1.3M 0.03%
17,492
+3,848
97
$1.26M 0.03%
23,390
+4,073
98
$1.26M 0.03%
6,770
+1,608
99
$1.25M 0.03%
9,465
+174
100
$1.24M 0.03%
24,298
+1,543
2 3
4
5 6