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%
+2
1602
$0 ﹤0.01%
+9
1603
$0 ﹤0.01%
3
-21
1604
– –
-46
1605
– –
-8
1606
– –
-82
1607
– –
-42
1608
$0 ﹤0.01%
+1
1609
$0 ﹤0.01%
1
-25
1610
$0 ﹤0.01%
1
1611
– –
-4
1612
$0 ﹤0.01%
+3
1613
– –
-158
1614
$0 ﹤0.01%
+1
1615
$0 ﹤0.01%
7
-40
1616
– –
-427
1617
– –
-37
1618
$0 ﹤0.01%
+1
1619
$0 ﹤0.01%
+1
1620
– –
-180
1621
$0 ﹤0.01%
+6
1622
$0 ﹤0.01%
+18
1623
– –
-273
1624
$0 ﹤0.01%
100
-200
1625
– –
-5
62 63 64
65
66