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
1101
$5K ﹤0.01%
+275
1102
$5K ﹤0.01%
9
-13
1103
$5K ﹤0.01%
51
+21
1104
$5K ﹤0.01%
184
-88
1105
$5K ﹤0.01%
187
-369
1106
$5K ﹤0.01%
+50
1107
$5K ﹤0.01%
116
+103
1108
$5K ﹤0.01%
142
-16
1109
$5K ﹤0.01%
128
+96
1110
$5K ﹤0.01%
+351
1111
$5K ﹤0.01%
70
-2
1112
$5K ﹤0.01%
64
+61
1113
$5K ﹤0.01%
+298
1114
$5K ﹤0.01%
+983
1115
$5K ﹤0.01%
+185
1116
$5K ﹤0.01%
176
-81
1117
$4K ﹤0.01%
+126
1118
$4K ﹤0.01%
+155
1119
$4K ﹤0.01%
124
-114
1120
$4K ﹤0.01%
+39
1121
$4K ﹤0.01%
+60
1122
$4K ﹤0.01%
113
+13
1123
$4K ﹤0.01%
+123
1124
$4K ﹤0.01%
+150
1125
$4K ﹤0.01%
+96
43 44
45
46 47