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
1051
$7K ﹤0.01%
+190
1052
$7K ﹤0.01%
+76
1053
$7K ﹤0.01%
+346
1054
$7K ﹤0.01%
171
-61
1055
$7K ﹤0.01%
890
-3,017
1056
$7K ﹤0.01%
279
+262
1057
$7K ﹤0.01%
398
+201
1058
$7K ﹤0.01%
163
-18
1059
$7K ﹤0.01%
141
-21
1060
$7K ﹤0.01%
338
+223
1061
$7K ﹤0.01%
314
+31
1062
$7K ﹤0.01%
+496
1063
$7K ﹤0.01%
260
-9
1064
$7K ﹤0.01%
134
+97
1065
$7K ﹤0.01%
+200
1066
$7K ﹤0.01%
115
+110
1067
$6K ﹤0.01%
207
+123
1068
$6K ﹤0.01%
149
+88
1069
$6K ﹤0.01%
194
+60
1070
$6K ﹤0.01%
82
+35
1071
$6K ﹤0.01%
411
-64
1072
$6K ﹤0.01%
115
+39
1073
$6K ﹤0.01%
177
+102
1074
$6K ﹤0.01%
+70
1075
$6K ﹤0.01%
+56
41 42
43
44 45