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
1501
$0 ﹤0.01%
+60
1502
$0 ﹤0.01%
+6
1503
$0 ﹤0.01%
+41
1504
– –
-220
1505
– –
0
1506
$0 ﹤0.01%
+1
1507
– –
-31
1508
– –
-1,028
1509
– –
-510
1510
$0 ﹤0.01%
+1
1511
$0 ﹤0.01%
+2
1512
– –
-132
1513
– –
-473
1514
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-5
1515
$0 ﹤0.01%
+1
1516
– –
-100
1517
$0 ﹤0.01%
+80
1518
$0 ﹤0.01%
9
1519
– –
-63
1520
$0 ﹤0.01%
+1
1521
$0 ﹤0.01%
+1
1522
– –
-83
1523
$0 ﹤0.01%
+1
1524
$0 ﹤0.01%
1
1525
$0 ﹤0.01%
+1
59 60
61
62 63