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
1176
$2K ﹤0.01%
+20
1177
$2K ﹤0.01%
+91
1178
$2K ﹤0.01%
40
1179
$2K ﹤0.01%
+73
1180
$2K ﹤0.01%
65
-141
1181
$2K ﹤0.01%
130
-24
1182
$2K ﹤0.01%
60
1183
$2K ﹤0.01%
+100
1184
$2K ﹤0.01%
160
-397
1185
$2K ﹤0.01%
+500
1186
$2K ﹤0.01%
+95
1187
$2K ﹤0.01%
110
-399
1188
$1K ﹤0.01%
152
-3,378
1189
$1K ﹤0.01%
+13
1190
$1K ﹤0.01%
29
-61
1191
$1K ﹤0.01%
+16
1192
$1K ﹤0.01%
+11
1193
$1K ﹤0.01%
60
1194
$1K ﹤0.01%
+42
1195
$1K ﹤0.01%
200
1196
$1K ﹤0.01%
+6
1197
$1K ﹤0.01%
+195
1198
$1K ﹤0.01%
25
-10
1199
$1K ﹤0.01%
23
1200
$1K ﹤0.01%
63
+3
46 47
48
49 50