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
+$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 2.32%
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%
41
-45
1227
$1K ﹤0.01%
+74
1228
$1K ﹤0.01%
+30
1229
$1K ﹤0.01%
60
-180
1230
$1K ﹤0.01%
+60
1231
$1K ﹤0.01%
+26
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
– –
-25
1238
– –
-3
1239
$0 ﹤0.01%
+1
1240
$0 ﹤0.01%
+174
1241
$0 ﹤0.01%
+3
1242
– –
-10
1243
$0 ﹤0.01%
7
-109
1244
– –
-7
1245
$0 ﹤0.01%
+1
1246
$0 ﹤0.01%
+1
1247
$0 ﹤0.01%
+15
1248
– –
-70
1249
– –
0
1250
– –
-1
48 49
50
51 52