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
151
$434K 0.02%
932
+103
152
$432K 0.02%
3,958
+792
153
$428K 0.02%
9,533
+5,503
154
$419K 0.02%
5,178
-1,397
155
$410K 0.02%
22,030
+182
156
$409K 0.02%
2,838
-243
157
$409K 0.02%
15,176
+5,694
158
$404K 0.02%
5,575
+716
159
$402K 0.02%
3,661
+2,196
160
$396K 0.02%
4,635
+3,607
161
$395K 0.02%
14,284
+5,004
162
$389K 0.02%
27,000
+15,100
163
$388K 0.02%
8,970
+3,182
164
$380K 0.02%
5,664
+1,938
165
$378K 0.02%
+12,186
166
$371K 0.01%
10,488
+842
167
$361K 0.01%
11,796
+2,970
168
$360K 0.01%
11,428
+792
169
$359K 0.01%
7,467
+4,001
170
$357K 0.01%
1,862
+275
171
$356K 0.01%
4,500
+483
172
$352K 0.01%
5,585
+2,696
173
$349K 0.01%
5,220
+2,693
174
$348K 0.01%
5,142
+700
175
$346K 0.01%
4,308
+2,392
5 6
7
8 9