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
1251
– –
-100
1252
– –
-101
1253
$0 ﹤0.01%
10
1254
– –
-192
1255
– –
-54
1256
$0 ﹤0.01%
+19
1257
$0 ﹤0.01%
25
1258
– –
-1,650
1259
– –
-410
1260
$0 ﹤0.01%
+1
1261
$0 ﹤0.01%
14
-428
1262
$0 ﹤0.01%
+1
1263
$0 ﹤0.01%
+1
1264
– –
-30
1265
– –
-5
1266
$0 ﹤0.01%
11
-301
1267
– –
-104
1268
– –
-41
1269
– –
-196
1270
– –
-5
1271
– –
-98
1272
– –
-26
1273
– –
-14
1274
– –
0
1275
– –
-100
49 50
51
52 53