W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
1 Year Est. Return
+6.15%
AUM
$9.79B
AUM Growth
-$75.9M
(-0.77%)
Holding
527
Top Buys
| 1 | +$71.9M | |
| 2 | +$69.9M | |
| 3 | +$65M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$50.3M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$28.3M |
Top Sells
| 1 | +$109M | |
| 2 | +$67.1M | |
| 3 | +$52.3M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$34.2M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$22.6M |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 1.6% |
| 3 | Communication Services | 1.05% |
| 4 | Healthcare | 0.92% |
| 5 | Consumer Discretionary | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Public Storage
PSA
$48.2B
| $1.66M | 0.02% |
7,334
-131
|
|
||
152
Ford
F
$54.8B
| $1.66M | 0.02% |
149,713
+4,380
|
|
||
153
Allstate
ALL
$54.2B
| $1.65M | 0.02% |
18,095
-4,093
|
|
||
154
Lowe's Companies
LOW
$139B
| $1.65M | 0.02% |
17,213
-3,542
|
|
||
155
Northrop Grumman
NOC
$81.3B
| $1.64M | 0.02% |
5,321
-1,733
|
|
||
156
Entergy
ETR
$41.2B
| $1.59M | 0.02% |
39,364
-1,394
|
|
||
157
Public Service Enterprise Group
PEG
$39.4B
| $1.57M | 0.02% |
29,059
-1,143
|
|
||
158
Intuit
INTU
$187B
| $1.57M | 0.02% |
7,687
+232
|
|
||
|
TWTR
159
DELISTED
Twitter, Inc.
TWTR
| $1.57M | 0.02% |
35,905
-23,392
|
|
||
160
Navient
NAVI
$1.24B
| $1.56M | 0.02% |
120,106
+10,347
|
|
||
161
DTE Energy
DTE
$27B
| $1.53M | 0.02% |
17,309
-13,414
|
|
||
162
Welltower
WELL
$128B
| $1.51M | 0.02% |
24,125
-3,125
|
|
||
163
Aon
AON
$76B
| $1.5M | 0.02% |
10,950
+3,272
|
|
||
164
Zoetis
ZTS
$52.3B
| $1.5M | 0.02% |
17,562
+1,210
|
|
||
|
PXD
165
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.47M | 0.02% |
7,763
-605
|
|
||
166
Halliburton
HAL
$24.1B
| $1.47M | 0.02% |
32,550
-8,509
|
|
||
167
Snap
SNAP
$12.6B
| $1.46M | 0.01% |
111,766
-18,295
|
|
||
168
Estee Lauder
EL
$37.5B
| $1.46M | 0.01% |
10,222
-110
|
|
||
169
Clorox
CLX
$12.7B
| $1.45M | 0.01% |
10,696
+7,410
|
|
||
170
American Tower
AMT
$84.6B
| $1.44M | 0.01% |
9,988
-4,041
|
|
||
171
TJX Companies
TJX
$173B
| $1.43M | 0.01% |
29,984
-2,440
|
|
||
172
General Dynamics
GD
$91.2B
| $1.42M | 0.01% |
7,596
-5,139
|
|
||
173
CenterPoint Energy
CNP
$24.7B
| $1.41M | 0.01% |
50,740
+16,327
|
|
||
174
United Rentals
URI
$52.1B
| $1.4M | 0.01% |
9,514
-1,085
|
|
||
175
Norfolk Southern
NSC
$66.6B
| $1.4M | 0.01% |
9,253
+261
|
|