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
1401
– –
-212
1402
– –
-180
1403
– –
0
1404
– –
-100
1405
– –
-3,700
1406
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-21
1407
– –
-63
1408
– –
0
1409
$0 ﹤0.01%
2
-200
1410
$0 ﹤0.01%
14
-129
1411
$0 ﹤0.01%
+20
1412
$0 ﹤0.01%
+8
1413
$0 ﹤0.01%
+1
1414
$0 ﹤0.01%
+1
1415
$0 ﹤0.01%
+1
1416
$0 ﹤0.01%
+1
1417
$0 ﹤0.01%
+1
1418
– –
-205
1419
$0 ﹤0.01%
+55
1420
– –
-6
1421
$0 ﹤0.01%
+1
1422
– –
-20
1423
$0 ﹤0.01%
9
-27
1424
– –
-2
1425
– –
-5
55 56
57
58 59