W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+2.96%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$2.78B
AUM Growth
+$278M
(+11%)
Cap. Flow
+$560M
Cap. Flow
% of AUM
20.15%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
1,418
New
–
Increased
222
Reduced
75
Closed
1,107
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$39.1M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$13M |
| 3 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$8.38M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$5.66M |
| 5 |
Apple
AAPL
|
$4.38M |
Sector Composition
| 1 | Communication Services | 1.83% |
| 2 | Financials | 1.4% |
| 3 | Healthcare | 1.36% |
| 4 | Technology | 1.18% |
| 5 | Consumer Discretionary | 0.93% |
