W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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 2.32%
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
1026
$8K ﹤0.01%
264
+100
1027
$8K ﹤0.01%
360
+206
1028
$8K ﹤0.01%
602
+213
1029
$8K ﹤0.01%
245
+194
1030
$8K ﹤0.01%
822
+234
1031
$8K ﹤0.01%
176
+39
1032
$8K ﹤0.01%
1,020
-480
1033
$8K ﹤0.01%
228
+162
1034
$8K ﹤0.01%
+173
1035
$8K ﹤0.01%
+184
1036
$7K ﹤0.01%
782
+419
1037
$7K ﹤0.01%
+231
1038
$7K ﹤0.01%
216
-337
1039
$7K ﹤0.01%
+129
1040
$7K ﹤0.01%
665
+45
1041
$7K ﹤0.01%
140
-110
1042
$7K ﹤0.01%
120
-81
1043
$7K ﹤0.01%
223
+30
1044
$7K ﹤0.01%
136
-133
1045
$7K ﹤0.01%
+209
1046
$7K ﹤0.01%
214
+169
1047
$7K ﹤0.01%
146
1048
$7K ﹤0.01%
492
+246
1049
$7K ﹤0.01%
132
+47
1050
$7K ﹤0.01%
40
+38
40 41
42
43 44