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
1601
$0 ﹤0.01%
+9
1602
$0 ﹤0.01%
3
-21
1603
– –
-46
1604
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-8
1605
– –
-82
1606
– –
-42
1607
$0 ﹤0.01%
+1
1608
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1
-25
1609
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1
1610
– –
-273
1611
– –
-100
1612
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-4
1613
$0 ﹤0.01%
+3
1614
– –
-158
1615
$0 ﹤0.01%
+1
1616
$0 ﹤0.01%
7
-40
1617
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-427
1618
– –
-37
1619
$0 ﹤0.01%
+1
1620
$0 ﹤0.01%
+1
1621
– –
-180
1622
$0 ﹤0.01%
+6
1623
$0 ﹤0.01%
+18
1624
$0 ﹤0.01%
100
-200
1625
– –
-5
62 63 64
65
66