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
1201
$1K ﹤0.01%
+46
1202
$1K ﹤0.01%
40
-1,830
1203
$1K ﹤0.01%
+20
1204
$1K ﹤0.01%
+11
1205
$1K ﹤0.01%
+15
1206
$1K ﹤0.01%
+32
1207
$1K ﹤0.01%
+20
1208
$1K ﹤0.01%
19
-1
1209
$1K ﹤0.01%
52
-22
1210
$1K ﹤0.01%
+44
1211
$1K ﹤0.01%
+16
1212
$1K ﹤0.01%
+74
1213
$1K ﹤0.01%
+30
1214
$1K ﹤0.01%
60
-180
1215
$1K ﹤0.01%
+60
1216
$1K ﹤0.01%
+26
1217
$1K ﹤0.01%
56
-2,080
1218
$1K ﹤0.01%
108
-774
1219
$1K ﹤0.01%
1
-1
1220
$1K ﹤0.01%
+36
1221
$1K ﹤0.01%
+3
1222
$1K ﹤0.01%
+13
1223
$1K ﹤0.01%
+14
1224
$1K ﹤0.01%
+40
1225
$1K ﹤0.01%
140