W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
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 2.31%
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
1376
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-3,700
1377
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1379
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0
1380
$0 ﹤0.01%
2
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14
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$0 ﹤0.01%
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$0 ﹤0.01%
+41
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1386
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0
1387
$0 ﹤0.01%
+1
1388
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-31
1389
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-1,028
1390
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1391
$0 ﹤0.01%
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1392
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$0 ﹤0.01%
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1394
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
+1
1397
– –
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1398
$0 ﹤0.01%
+55
1399
– –
-230
1400
– –
-6
54 55
56
57 58