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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$684K 0.02%
5,588
+148
152
$673K 0.01%
10,888
+581
153
$665K 0.01%
9,291
-6,033
154
$655K 0.01%
8,423
+1,788
155
$649K 0.01%
11,716
+2,354
156
$637K 0.01%
4,158
-812
157
$632K 0.01%
6,134
+1,704
158
$630K 0.01%
18,243
+8,313
159
$618K 0.01%
12,271
+812
160
$617K 0.01%
12,381
+1,610
161
$610K 0.01%
11,118
+931
162
$607K 0.01%
7,923
+2,126
163
$605K 0.01%
50,514
+6,540
164
$602K 0.01%
5,397
+52
165
$599K 0.01%
5,567
-490
166
$597K 0.01%
3,695
+97
167
$595K 0.01%
4,220
-673
168
$591K 0.01%
5,178
+91
169
$588K 0.01%
5,588
-169
170
$586K 0.01%
2,624
+129
171
$585K 0.01%
2,866
+549
172
$581K 0.01%
8,414
+3,729
173
$577K 0.01%
23,755
+1,906
174
$577K 0.01%
14,909
+71
175
$572K 0.01%
12,257
+1,883
5 6
7
8 9