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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
1301
$0 ﹤0.01%
+47
1302
$0 ﹤0.01%
+1
1303
– –
-75
1304
– –
-166
1305
– –
-21
1306
$0 ﹤0.01%
+1
1307
– –
-13
1308
– –
-294
1309
– –
-3
1310
$0 ﹤0.01%
10
1311
$0 ﹤0.01%
+1
1312
– –
-925
1313
– –
-253
1314
– –
-36
1315
– –
-125
1316
– –
-3,873
1317
– –
-127
1318
– –
-265
1319
– –
-84
1320
– –
-76
1321
– –
-600
1322
– –
-249
1323
– –
-1,422
1324
– –
-6,032
1325
– –
-325
51 52
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