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
1601
– –
-510
1602
– –
-205
1603
$0 ﹤0.01%
+55
1604
– –
-230
1605
– –
-6
1606
$0 ﹤0.01%
+1
1607
– –
-20
1608
– –
-371
1609
– –
-6
1610
– –
-248
1611
$0 ﹤0.01%
20
-144
1612
$0 ﹤0.01%
5
-362
1613
– –
-320
1614
$0 ﹤0.01%
9
-27
1615
$0 ﹤0.01%
+2
1616
– –
-132
1617
– –
-473
1618
– –
-5
1619
$0 ﹤0.01%
+1
1620
– –
-100
1621
$0 ﹤0.01%
+80
1622
– –
-372
1623
$0 ﹤0.01%
+1
1624
– –
-44
1625
– –
-16
62 63 64
65
66