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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.02%
11,242
+978
127
$1.19M 0.02%
9,124
+1,190
128
$1.16M 0.02%
11,336
+974
129
$1.13M 0.02%
14,919
+6,505
130
$1.13M 0.02%
8,593
+497
131
$1.13M 0.02%
13,617
-3,726
132
$1.09M 0.02%
18,160
+3,617
133
$1.07M 0.02%
27,068
+3,720
134
$1.07M 0.02%
12,319
+857
135
$1.06M 0.02%
9,349
+3,761
136
$1.01M 0.02%
8,464
+85
137
$960K 0.02%
8,578
+362
138
$941K 0.02%
9,651
+1,514
139
$897K 0.02%
11,430
+858
140
$893K 0.02%
12,088
+1,726
141
$889K 0.02%
57,267
+6,753
142
$873K 0.02%
20,269
+2,337
143
$867K 0.02%
62,967
-2,433
144
$858K 0.02%
3,137
-71
145
$858K 0.02%
6,475
+887
146
$835K 0.01%
6,341
+1,163
147
$831K 0.01%
13,884
+517
148
$831K 0.01%
6,278
+138
149
$824K 0.01%
28,517
+2,765
150
$818K 0.01%
6,803
+529
4 5
6
7 8