W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$74.4M
2
+$29.6M
3
+$28.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$16.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$16M

Top Sells

1
+$287M
2
+$18.5M
3
+$17.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$16.4M

Sector Composition

1 Communication Services 2.32%
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
1226
$1K ﹤0.01%
+9
1227
$1K ﹤0.01%
318
-1,951
1228
$1K ﹤0.01%
+65
1229
$1K ﹤0.01%
36
+35
1230
$1K ﹤0.01%
41
-45
1231
$1K ﹤0.01%
+64
1232
$1K ﹤0.01%
+85
1233
$1K ﹤0.01%
+16
1234
$1K ﹤0.01%
8
-101
1235
$1K ﹤0.01%
+100
1236
$1K ﹤0.01%
+74
1237
– –
-25
1238
– –
-70
1239
$0 ﹤0.01%
+11
1240
– –
-37
1241
$0 ﹤0.01%
2
1242
$0 ﹤0.01%
+1
1243
$0 ﹤0.01%
1
-148
1244
$0 ﹤0.01%
+1
1245
$0 ﹤0.01%
100
-200
1246
– –
-5
1247
– –
-107
1248
– –
-91
1249
– –
0
1250
$0 ﹤0.01%
7
-215
48 49
50
51 52