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
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.02%
4,425
+531
102
$1.02M 0.02%
11,378
+2,560
103
$1.02M 0.02%
21,574
+281
104
$1.01M 0.02%
6,544
+1,238
105
$1.01M 0.02%
23,026
+2,923
106
$966K 0.02%
13,968
+922
107
$952K 0.02%
5,904
+1,533
108
$952K 0.02%
31,120
+2,928
109
$948K 0.02%
4,430
+93
110
$929K 0.02%
10,439
-5,782
111
$928K 0.02%
14,506
+1,006
112
$902K 0.02%
5,162
+1,016
113
$889K 0.02%
37,422
-2,155
114
$874K 0.02%
13,644
+3,267
115
$873K 0.02%
8,042
+853
116
$867K 0.02%
19,317
-1,379
117
$867K 0.02%
4,010
+1,609
118
$854K 0.02%
6,485
+1,264
119
$851K 0.02%
26,948
+6,317
120
$848K 0.02%
10,594
+1,614
121
$834K 0.02%
7,979
+915
122
$827K 0.02%
4,970
+1,374
123
$822K 0.02%
18,556
-10,401
124
$813K 0.02%
67,355
+6,948
125
$807K 0.02%
26,776
+1,750
3 4
5
6 7