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
1501
– –
-100
1502
– –
-20
1503
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-117
1504
– –
-7
1505
– –
-350
1506
– –
-1,063
1507
$0 ﹤0.01%
4
1508
– –
-13
1509
– –
-157
1510
$0 ﹤0.01%
2
-174
1511
$0 ﹤0.01%
2
-126
1512
– –
-50
1513
– –
-7,844
1514
$0 ﹤0.01%
+4
1515
$0 ﹤0.01%
+2
1516
– –
-25
1517
– –
-430
1518
– –
-30
1519
– –
-515
1520
– –
-66
1521
– –
-83
1522
$0 ﹤0.01%
+16
1523
– –
-685
1524
– –
-4
1525
– –
-1
59 60
61
62 63