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
+$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
1126
$4K ﹤0.01%
124
-114
1127
$4K ﹤0.01%
+39
1128
$4K ﹤0.01%
+60
1129
$4K ﹤0.01%
+96
1130
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35
-38
1131
$4K ﹤0.01%
+274
1132
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+35
1133
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+26
1134
$4K ﹤0.01%
+66
1135
$4K ﹤0.01%
30
-139
1136
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+200
1137
$4K ﹤0.01%
+28
1138
$4K ﹤0.01%
100
1139
$4K ﹤0.01%
76
-64
1140
$4K ﹤0.01%
+116
1141
$4K ﹤0.01%
328
-17
1142
$4K ﹤0.01%
100
-300
1143
$4K ﹤0.01%
172
+78
1144
$4K ﹤0.01%
+630
1145
$3K ﹤0.01%
169
-208
1146
$3K ﹤0.01%
172
-208
1147
$3K ﹤0.01%
+32
1148
$3K ﹤0.01%
221
+130
1149
$3K ﹤0.01%
+160
1150
$3K ﹤0.01%
+57
44 45
46
47 48