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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$811K 0.01%
6,361
+237
152
$806K 0.01%
17,369
+2,460
153
$804K 0.01%
2,455
+680
154
$791K 0.01%
4,785
+853
155
$782K 0.01%
+6,487
156
$781K 0.01%
5,973
+406
157
$778K 0.01%
12,550
+311
158
$774K 0.01%
13,424
+550
159
$772K 0.01%
+7,064
160
$760K 0.01%
17,009
+363
161
$758K 0.01%
10,399
+549
162
$755K 0.01%
6,505
-24
163
$745K 0.01%
13,953
+526
164
$745K 0.01%
22,989
+5,169
165
$736K 0.01%
6,758
+624
166
$726K 0.01%
4,729
+509
167
$720K 0.01%
13,393
+1,012
168
$719K 0.01%
4,020
+325
169
$712K 0.01%
8,949
+1,473
170
$700K 0.01%
4,722
+1,034
171
$693K 0.01%
4,273
+115
172
$690K 0.01%
10,156
+865
173
$687K 0.01%
8,331
+3,101
174
$679K 0.01%
13,439
+1,168
175
$677K 0.01%
25,080
+1,325
5 6
7
8 9