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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.03%
5,307
+877
102
$1.22M 0.03%
59,027
-7,073
103
$1.22M 0.03%
30,944
+1,214
104
$1.2M 0.03%
6,966
+422
105
$1.19M 0.03%
23,729
+7,294
106
$1.14M 0.03%
28,761
+1,813
107
$1.13M 0.02%
22,925
-5,086
108
$1.1M 0.02%
16,873
+4,670
109
$1.08M 0.02%
31,003
+6,654
110
$1.08M 0.02%
8,690
+1,028
111
$1.07M 0.02%
10,264
+638
112
$1.07M 0.02%
14,398
+430
113
$1.06M 0.02%
10,362
+1,755
114
$1.03M 0.02%
4,893
+468
115
$1.02M 0.02%
40,313
+2,891
116
$1M 0.02%
11,462
+3,617
117
$994K 0.02%
4,445
+435
118
$987K 0.02%
33,036
+1,916
119
$970K 0.02%
8,096
+1,390
120
$967K 0.02%
8,379
+400
121
$967K 0.02%
11,071
-307
122
$941K 0.02%
29,163
+2,387
123
$926K 0.02%
24,102
-8,048
124
$910K 0.02%
3,208
-1,144
125
$888K 0.02%
8,216
+517
3 4
5
6 7