W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
1 Year Est. Return
+6.15%
AUM
$10.4B
AUM Growth
+$571M
(+5.8%)
Holding
534
Top Buys
| 1 | +$157M | |
| 2 | +$118M | |
| 3 | +$102M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$53.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$17.5M |
Top Sells
| 1 | +$48.6M | |
| 2 | +$36.8M | |
| 3 | +$35.8M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$30.2M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$16.4M |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Elevance Health
ELV
$76.1B
| $1.53M | 0.01% |
5,601
+147
|
|
||
177
Becton Dickinson
BDX
$53.6B
| $1.53M | 0.01% |
6,019
+120
|
|
||
178
S&P Global
SPGI
$152B
| $1.52M | 0.01% |
7,779
-539
|
|
||
|
AET
179
DELISTED
Aetna Inc
AET
| $1.52M | 0.01% |
7,483
+146
|
|
||
180
Ameren
AEE
$28.3B
| $1.51M | 0.01% |
23,874
+958
|
|
||
181
CenterPoint Energy
CNP
$25.9B
| $1.51M | 0.01% |
54,577
+3,837
|
|
||
182
Aon
AON
$72.6B
| $1.5M | 0.01% |
9,756
-1,194
|
|
||
183
Zoetis
ZTS
$65.4B
| $1.5M | 0.01% |
16,357
-1,205
|
|
||
184
Realty Income
O
$55.2B
| $1.49M | 0.01% |
26,958
+416
|
|
||
185
CF Industries
CF
$14B
| $1.48M | 0.01% |
27,213
-334
|
|
||
186
Humana
HUM
$35.2B
| $1.47M | 0.01% |
4,352
-50
|
|
||
187
Aflac
AFL
$57.5B
| $1.47M | 0.01% |
31,157
+8,407
|
|
||
188
Public Service Enterprise Group
PEG
$41.6B
| $1.46M | 0.01% |
27,606
-1,453
|
|
||
189
Public Storage
PSA
$52.7B
| $1.46M | 0.01% |
7,226
-108
|
|
||
190
United Rentals
URI
$57.3B
| $1.44M | 0.01% |
8,786
-728
|
|
||
191
Gilead Sciences
GILD
$149B
| $1.42M | 0.01% |
18,382
+1,193
|
|
||
192
Huntington Bancshares
HBAN
$22.8B
| $1.41M | 0.01% |
94,746
+15,963
|
|
||
193
Fifth Third Bancorp
FITB
$28.1B
| $1.39M | 0.01% |
49,865
-35,599
|
|
||
194
Marathon Petroleum
MPC
$59.7B
| $1.38M | 0.01% |
17,298
-125
|
|
||
|
CELG
195
DELISTED
Celgene Corp
CELG
| $1.37M | 0.01% |
15,323
+3,805
|
|
||
196
Fiserv
FI
$68.8B
| $1.36M | 0.01% |
16,455
+712
|
|
||
197
Baxter International
BAX
$11.9B
| $1.35M | 0.01% |
17,540
+196
|
|
||
198
Charter Communications
CHTR
$33.5B
| $1.35M | 0.01% |
4,137
+119
|
|
||
199
WEC Energy
WEC
$37.6B
| $1.33M | 0.01% |
19,906
-459
|
|
||
200
Bath & Body Works
BBWI
$5.37B
| $1.32M | 0.01% |
53,882
+12,509
|
|