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
1601
$0 ﹤0.01%
+4
1602
– –
-12
1603
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-1
1604
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-65
1605
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1606
$0 ﹤0.01%
1
-50
1607
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-4
1608
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-400
1609
$0 ﹤0.01%
10
1610
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1611
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1612
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24
-16
1613
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-35
1614
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1
-112
1615
$0 ﹤0.01%
24
1616
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+3
1617
$0 ﹤0.01%
10
-9
1618
$0 ﹤0.01%
14
+1
1619
$0 ﹤0.01%
16
-15
1620
– –
-10
1621
$0 ﹤0.01%
+1
1622
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-1,250
1623
– –
-129
1624
$0 ﹤0.01%
+3
1625
$0 ﹤0.01%
+6
61 62 63 64
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