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
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$682K 0.02%
7,050
+1,052
152
$658K 0.02%
10,307
+1,333
153
$658K 0.02%
13,931
-7,122
154
$652K 0.02%
5,440
+824
155
$642K 0.02%
5,087
-784
156
$640K 0.02%
14,838
-4,336
157
$631K 0.02%
3,598
+420
158
$608K 0.01%
11,696
+1,215
159
$601K 0.01%
5,345
+786
160
$599K 0.01%
8,026
+1,050
161
$588K 0.01%
5,757
+1,144
162
$578K 0.01%
5,101
+419
163
$577K 0.01%
15,303
+808
164
$575K 0.01%
4,756
+784
165
$570K 0.01%
8,944
+513
166
$564K 0.01%
7,845
+2,319
167
$557K 0.01%
2,495
+104
168
$555K 0.01%
4,673
+841
169
$543K 0.01%
2,923
+316
170
$540K 0.01%
10,856
-764
171
$537K 0.01%
11,275
+546
172
$535K 0.01%
6,268
+1,180
173
$529K 0.01%
22,215
+1,484
174
$528K 0.01%
5,721
+21
175
$520K 0.01%
7,194
+920
5 6
7
8 9