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
1001
$9K ﹤0.01%
144
+96
1002
$9K ﹤0.01%
289
+75
1003
$9K ﹤0.01%
235
-119
1004
$9K ﹤0.01%
150
-101
1005
$9K ﹤0.01%
638
-396
1006
$9K ﹤0.01%
383
+213
1007
$9K ﹤0.01%
370
+56
1008
$9K ﹤0.01%
83
+44
1009
$8K ﹤0.01%
256
+96
1010
$8K ﹤0.01%
+206
1011
$8K ﹤0.01%
+189
1012
$8K ﹤0.01%
264
+100
1013
$8K ﹤0.01%
360
+206
1014
$8K ﹤0.01%
602
+213
1015
$8K ﹤0.01%
245
+194
1016
$8K ﹤0.01%
822
+234
1017
$8K ﹤0.01%
176
+39
1018
$8K ﹤0.01%
1,020
-480
1019
$8K ﹤0.01%
228
+162
1020
$8K ﹤0.01%
+173
1021
$8K ﹤0.01%
96
+80
1022
$8K ﹤0.01%
186
-43
1023
$8K ﹤0.01%
144
+112
1024
$8K ﹤0.01%
+422
1025
$8K ﹤0.01%
215
+74
39 40
41
42 43