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
1151
$3K ﹤0.01%
+57
1152
$3K ﹤0.01%
+200
1153
$3K ﹤0.01%
+152
1154
$3K ﹤0.01%
+79
1155
$3K ﹤0.01%
150
1156
$3K ﹤0.01%
45
+30
1157
$3K ﹤0.01%
+235
1158
$3K ﹤0.01%
240
-185
1159
$3K ﹤0.01%
+155
1160
$3K ﹤0.01%
+37
1161
$3K ﹤0.01%
245
-174
1162
$3K ﹤0.01%
+65
1163
$3K ﹤0.01%
+37
1164
$3K ﹤0.01%
+96
1165
$3K ﹤0.01%
+78
1166
$2K ﹤0.01%
+55
1167
$2K ﹤0.01%
55
-294
1168
$2K ﹤0.01%
+27
1169
$2K ﹤0.01%
150
1170
$2K ﹤0.01%
140
1171
$2K ﹤0.01%
+74
1172
$2K ﹤0.01%
+63
1173
$2K ﹤0.01%
172
-247
1174
$2K ﹤0.01%
301
+1
1175
$2K ﹤0.01%
+163
45 46
47
48 49