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
1326
– –
-6,032
1327
– –
-325
1328
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-233
1329
– –
-8,543
1330
– –
-1,508
1331
– –
-527
1332
– –
-63
1333
– –
-1,939
1334
– –
-768
1335
– –
-3,600
1336
$0 ﹤0.01%
+10
1337
$0 ﹤0.01%
3
-44
1338
– –
-15
1339
$0 ﹤0.01%
+12
1340
– –
-105
1341
– –
-700
1342
– –
-76
1343
$0 ﹤0.01%
+1
1344
$0 ﹤0.01%
+1
1345
$0 ﹤0.01%
+1
1346
$0 ﹤0.01%
+1
1347
$0 ﹤0.01%
+1
1348
– –
0
1349
– –
-50
1350
– –
-500
52 53
54
55 56