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
1126
$4K ﹤0.01%
35
-38
1127
$4K ﹤0.01%
80
-254
1128
$4K ﹤0.01%
+150
1129
$4K ﹤0.01%
+165
1130
$4K ﹤0.01%
5
-4
1131
$4K ﹤0.01%
+630
1132
$4K ﹤0.01%
+274
1133
$4K ﹤0.01%
+35
1134
$4K ﹤0.01%
+26
1135
$4K ﹤0.01%
+66
1136
$4K ﹤0.01%
30
-139
1137
$4K ﹤0.01%
+100
1138
$4K ﹤0.01%
+28
1139
$4K ﹤0.01%
100
1140
$4K ﹤0.01%
76
-64
1141
$4K ﹤0.01%
+116
1142
$4K ﹤0.01%
328
-17
1143
$4K ﹤0.01%
100
-300
1144
$4K ﹤0.01%
172
+78
1145
$3K ﹤0.01%
+44
1146
$3K ﹤0.01%
169
-208
1147
$3K ﹤0.01%
172
-208
1148
$3K ﹤0.01%
+32
1149
$3K ﹤0.01%
221
+130
1150
$3K ﹤0.01%
+160
44 45
46
47 48