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Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
This Fund
S&P 500
1 Year Est. Return
+6.15%
AUM
$10.4B
AUM Growth
+$571M
(+5.8%)
Holding
534
Top Buys
| 1 | +$159M | |
| 2 | +$118M | |
| 3 | +$103M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$52.3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$17.5M |
Top Sells
| 1 | +$49.9M | |
| 2 | +$36.3M | |
| 3 | +$35.4M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$30.4M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$16.1M |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Booking.com
BKNG
$128B
| $1.69M | 0.02% |
21,300
-1,175
|
|
||
152
Ventas
VTR
$41.1B
| $1.67M | 0.02% |
30,752
-300
|
|
||
153
Crown Castle
CCI
$40.2B
| $1.66M | 0.02% |
14,914
+2,786
|
|
||
154
TJX Companies
TJX
$186B
| $1.66M | 0.02% |
29,630
-354
|
|
||
|
HES
155
DELISTED
Hess
HES
| $1.66M | 0.02% |
23,117
+3,352
|
|
||
156
Welltower
WELL
$151B
| $1.65M | 0.02% |
25,697
+1,572
|
|
||
157
Franklin Resources
BEN
$16.7B
| $1.65M | 0.02% |
54,234
+28,858
|
|
||
158
M&T Bank
MTB
$34B
| $1.63M | 0.02% |
9,925
-836
|
|
||
159
CVS Health
CVS
$130B
| $1.63M | 0.02% |
20,672
+966
|
|
||
|
AGN
160
DELISTED
Allergan plc
AGN
| $1.62M | 0.02% |
8,493
+2,736
|
|
||
|
MRSH
161
Marsh
MRSH
$81.3B
| $1.61M | 0.02% |
19,449
-1,048
|
|
||
162
Entergy
ETR
$50.9B
| $1.6M | 0.02% |
39,570
+206
|
|
||
163
Micron Technology
MU
$1.11T
| $1.6M | 0.02% |
35,310
-3,613
|
|
||
|
SCG
164
DELISTED
Scana
SCG
| $1.59M | 0.02% |
40,911
+14,354
|
|
||
165
Northrop Grumman
NOC
$78.2B
| $1.59M | 0.02% |
5,007
-314
|
|
||
166
AES
AES
$10.5B
| $1.58M | 0.02% |
113,202
+22,470
|
|
||
167
General Dynamics
GD
$97.4B
| $1.58M | 0.02% |
7,736
+140
|
|
||
168
Clorox
CLX
$11.7B
| $1.57M | 0.02% |
10,474
-222
|
|
||
169
Emerson Electric
EMR
$80.1B
| $1.57M | 0.02% |
20,556
+1,063
|
|
||
170
Valero Energy
VLO
$76.8B
| $1.57M | 0.02% |
13,830
-1,381
|
|
||
171
Unum
UNM
$14.8B
| $1.56M | 0.02% |
39,999
-16,512
|
|
||
172
Arista Networks
ANET
$206B
| $1.55M | 0.02% |
93,472
-17,696
|
|
||
173
Align Technology
ALGN
$12.5B
| $1.54M | 0.01% |
3,945
+71
|
|
||
174
Extra Space Storage
EXR
$31.8B
| $1.54M | 0.01% |
17,799
-4,119
|
|
||
175
Sempra
SRE
$60.3B
| $1.54M | 0.01% |
27,076
+3,252
|
|