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 +$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 2.32%
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
1551
-80
1552
-200
1553
-82
1554
$0 ﹤0.01%
5
-95
1555
$0 ﹤0.01%
2
-217
1556
$0 ﹤0.01%
4
-303
1557
-3,233
1558
-18
1559
$0 ﹤0.01%
15
1560
-184
1561
-300
1562
$0 ﹤0.01%
+9
1563
$0 ﹤0.01%
3
-21
1564
-46
1565
-8
1566
-82
1567
-42
1568
$0 ﹤0.01%
+1
1569
$0 ﹤0.01%
1
-25
1570
$0 ﹤0.01%
1
1571
-4
1572
$0 ﹤0.01%
+3
1573
-158
1574
$0 ﹤0.01%
+1
1575
$0 ﹤0.01%
7
-40