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
1176
$2K ﹤0.01%
+163
1177
$2K ﹤0.01%
+91
1178
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80
1179
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+73
1180
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65
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1181
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110
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1184
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+100
1185
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160
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1186
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+500
1187
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1188
$1K ﹤0.01%
152
-3,378
1189
$1K ﹤0.01%
108
-774
1190
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+13
1191
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29
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+1
1193
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+11
1194
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60
1195
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+42
1196
$1K ﹤0.01%
200
1197
$1K ﹤0.01%
+6
1198
$1K ﹤0.01%
+195
1199
$1K ﹤0.01%
25
-10
1200
$1K ﹤0.01%
23