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
126
$535K 0.02%
4,892
+683
127
$528K 0.02%
3,914
+1,187
128
$521K 0.02%
21,556
-4,310
129
$503K 0.02%
13,215
+4,710
130
$500K 0.02%
39,980
+8,180
131
$497K 0.02%
10,580
+2,635
132
$487K 0.02%
8,368
+2,847
133
$486K 0.02%
6,681
+2,254
134
$483K 0.02%
6,633
+1,968
135
$481K 0.02%
5,115
+272
136
$478K 0.02%
2,261
+1,110
137
$477K 0.02%
2,667
+512
138
$476K 0.02%
40,966
+7,456
139
$475K 0.02%
2,566
+169
140
$474K 0.02%
9,829
+2,160
141
$469K 0.02%
4,715
+669
142
$459K 0.02%
5,507
+1,497
143
$456K 0.02%
7,937
-1,124
144
$454K 0.02%
5,911
+1,022
145
$452K 0.02%
3,607
+1,077
146
$449K 0.02%
6,384
+3,368
147
$448K 0.02%
7,979
+1,723
148
$442K 0.02%
4,546
+487
149
$441K 0.02%
7,343
+1,142
150
$434K 0.02%
3,100
+289
4 5
6
7 8