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
101
$737K 0.03%
6,005
+1,116
102
$706K 0.03%
13,138
+6,109
103
$697K 0.03%
6,750
+1,367
104
$684K 0.03%
4,959
-744
105
$683K 0.03%
2,973
+2,297
106
$663K 0.03%
10,042
+4,055
107
$661K 0.03%
9,519
+2,762
108
$658K 0.03%
18,416
+8,666
109
$655K 0.03%
10,316
+2,237
110
$654K 0.03%
16,250
-2,694
111
$643K 0.03%
7,824
+2,904
112
$636K 0.03%
7,132
+2,479
113
$621K 0.02%
9,917
+2,545
114
$621K 0.02%
20,681
+9,628
115
$611K 0.02%
19,396
-4,877
116
$590K 0.02%
11,466
+2,698
117
$589K 0.02%
10,282
+4,131
118
$588K 0.02%
7,938
+3,061
119
$580K 0.02%
34,815
+10,665
120
$574K 0.02%
3,458
+1,204
121
$573K 0.02%
791
+337
122
$572K 0.02%
42,173
+4,581
123
$545K 0.02%
5,872
+1,466
124
$541K 0.02%
15,003
+3,237
125
$538K 0.02%
32,490
+31,125
3 4
5
6 7