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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
+$74.4M
2
+$29.6M
3
+$28.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$16M

Top Sells

1
+$287M
2
+$18.5M
3
+$17.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

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%
215
+74
1027
$8K ﹤0.01%
283
+65
1028
$8K ﹤0.01%
131
+108
1029
$8K ﹤0.01%
+184
1030
$8K ﹤0.01%
115
+60
1031
$8K ﹤0.01%
537
+108
1032
$8K ﹤0.01%
64
-3
1033
$8K ﹤0.01%
822
+234
1034
$8K ﹤0.01%
176
+39
1035
$8K ﹤0.01%
186
+79
1036
$7K ﹤0.01%
136
-133
1037
$7K ﹤0.01%
+209
1038
$7K ﹤0.01%
+346
1039
$7K ﹤0.01%
171
-61
1040
$7K ﹤0.01%
890
-3,017
1041
$7K ﹤0.01%
163
-18
1042
$7K ﹤0.01%
141
-21
1043
$7K ﹤0.01%
338
+223
1044
$7K ﹤0.01%
314
+31
1045
$7K ﹤0.01%
+496
1046
$7K ﹤0.01%
260
-9
1047
$7K ﹤0.01%
134
+97
1048
$7K ﹤0.01%
+200
1049
$7K ﹤0.01%
115
+110
1050
$7K ﹤0.01%
279
+262
40 41
42
43 44