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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
1576
$0 ﹤0.01%
+2
1577
$0 ﹤0.01%
5
-154
1578
– –
-1
1579
– –
-275
1580
– –
-220
1581
– –
-50
1582
– –
-9
1583
$0 ﹤0.01%
+1
1584
– –
-29
1585
$0 ﹤0.01%
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-294
1586
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-350
1587
– –
-355
1588
– –
-2,400
1589
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-43
1590
– –
-2,171
1591
– –
-8,543
1592
$0 ﹤0.01%
+10
1593
$0 ﹤0.01%
2
1594
– –
-5
1595
– –
-350
1596
– –
-20
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-7
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-50
1599
– –
-1,063
1600
$0 ﹤0.01%
4
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