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
976
$9K ﹤0.01%
+160
977
$9K ﹤0.01%
+237
978
$9K ﹤0.01%
199
+33
979
$9K ﹤0.01%
138
+67
980
$9K ﹤0.01%
+235
981
$9K ﹤0.01%
177
-95
982
$9K ﹤0.01%
120
+67
983
$9K ﹤0.01%
+214
984
$9K ﹤0.01%
1,168
+672
985
$9K ﹤0.01%
263
+152
986
$9K ﹤0.01%
184
+95
987
$9K ﹤0.01%
557
+101
988
$9K ﹤0.01%
25
-18
989
$9K ﹤0.01%
462
+147
990
$9K ﹤0.01%
+300
991
$9K ﹤0.01%
+83
992
$9K ﹤0.01%
140
+110
993
$9K ﹤0.01%
+167
994
$9K ﹤0.01%
331
+215
995
$9K ﹤0.01%
88
+52
996
$9K ﹤0.01%
+103
997
$9K ﹤0.01%
1,063
+467
998
$9K ﹤0.01%
262
+152
999
$9K ﹤0.01%
+177
1000
$9K ﹤0.01%
+358
38 39
40
41 42