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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.59M 0.03%
19,565
-2,834
102
$1.56M 0.03%
8,341
+1,375
103
$1.55M 0.03%
14,493
-4,130
104
$1.53M 0.03%
35,629
+4,685
105
$1.53M 0.03%
47,540
+14,504
106
$1.46M 0.03%
9,866
+1,176
107
$1.43M 0.03%
7,350
+580
108
$1.43M 0.03%
28,723
+4,994
109
$1.42M 0.03%
17,209
+5,825
110
$1.41M 0.03%
64,818
+5,791
111
$1.4M 0.02%
15,397
+4,326
112
$1.38M 0.02%
27,789
+4,864
113
$1.37M 0.02%
14,379
+10,063
114
$1.36M 0.02%
9,991
+526
115
$1.34M 0.02%
21,497
+4,624
116
$1.34M 0.02%
24,576
-10,936
117
$1.31M 0.02%
16,075
+1,677
118
$1.29M 0.02%
33,204
+4,041
119
$1.28M 0.02%
5,380
+73
120
$1.27M 0.02%
31,184
+2,423
121
$1.26M 0.02%
15,384
+5,083
122
$1.25M 0.02%
35,325
+4,322
123
$1.23M 0.02%
47,951
+7,638
124
$1.21M 0.02%
24,625
+1,235
125
$1.2M 0.02%
5,073
+2,749
3 4
5
6 7