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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$880K 0.02%
65,400
+5,497
127
$877K 0.02%
23,348
+4,056
128
$861K 0.02%
11,709
-6,021
129
$853K 0.02%
12,239
+634
130
$834K 0.02%
10,572
+133
131
$829K 0.02%
11,639
-2,922
132
$823K 0.02%
8,137
+1,087
133
$817K 0.02%
7,934
-108
134
$811K 0.02%
14,543
+1,161
135
$810K 0.02%
11,384
+327
136
$800K 0.02%
10,301
-293
137
$797K 0.02%
11,190
-19,774
138
$795K 0.02%
17,932
-5,094
139
$783K 0.02%
16,646
+1,343
140
$759K 0.02%
6,124
-736
141
$754K 0.02%
13,367
+462
142
$748K 0.02%
6,529
+208
143
$734K 0.02%
6,274
+610
144
$732K 0.02%
17,822
+297
145
$728K 0.02%
39,225
-3,210
146
$727K 0.02%
6,140
+1,467
147
$719K 0.02%
13,427
+1,731
148
$700K 0.02%
10,362
-424
149
$698K 0.02%
9,850
+906
150
$684K 0.02%
12,874
+2,018
4 5
6
7 8