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
1226
$1K ﹤0.01%
+3
1227
$1K ﹤0.01%
+9
1228
$1K ﹤0.01%
318
-1,951
1229
$1K ﹤0.01%
+65
1230
$1K ﹤0.01%
36
+35
1231
$1K ﹤0.01%
41
-45
1232
$1K ﹤0.01%
+64
1233
$1K ﹤0.01%
+85
1234
$1K ﹤0.01%
+16
1235
$1K ﹤0.01%
8
-101
1236
$1K ﹤0.01%
+100
1237
$0 ﹤0.01%
+1
1238
– –
-105
1239
– –
-5
1240
– –
0
1241
– –
-1
1242
– –
-2
1243
$0 ﹤0.01%
100
-100
1244
– –
0
1245
$0 ﹤0.01%
4
-32
1246
$0 ﹤0.01%
+2
1247
$0 ﹤0.01%
+1
1248
$0 ﹤0.01%
25
1249
– –
-30
1250
– –
-150
48 49
50
51 52