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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.04%
22,918
+2,976
77
$2.24M 0.04%
821,560
+7,840
78
$2.23M 0.04%
27,696
+3,366
79
$2.19M 0.04%
9,148
+4,255
80
$2.11M 0.04%
13,865
+585
81
$2.11M 0.04%
36,076
-1,329
82
$2.08M 0.04%
16,266
+2,299
83
$2.06M 0.04%
24,497
+12,788
84
$2.04M 0.04%
17,054
-1,183
85
$1.94M 0.03%
8,458
+504
86
$1.91M 0.03%
87,230
+11,380
87
$1.86M 0.03%
41,866
+17,764
88
$1.84M 0.03%
32,937
+8,639
89
$1.81M 0.03%
1,015
+126
90
$1.8M 0.03%
4,701
+389
91
$1.74M 0.03%
36,842
+3,291
92
$1.72M 0.03%
21,730
+4,238
93
$1.71M 0.03%
27,177
+1,533
94
$1.7M 0.03%
23,287
+2,975
95
$1.69M 0.03%
20,938
+9,748
96
$1.67M 0.03%
32,403
+3,668
97
$1.67M 0.03%
23,625
+4,614
98
$1.67M 0.03%
+201,360
99
$1.63M 0.03%
17,568
+2,228
100
$1.6M 0.03%
6,809
+2,364
2 3
4
5 6