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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$58.8M
3
+$41.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.6M

Top Sells

1
+$23.3M
2
+$14.5M
3
+$4.76M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.73M
5
RTX icon
RTX Corp
RTX
+$308K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.23%
3 Financials 1.09%
4 Healthcare 0.95%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$172K 0.01%
1,666
-257
177
$171K 0.01%
3,672
+1,345
178
$170K 0.01%
2,874
-531
179
$169K 0.01%
3,935
+2,460
180
$164K 0.01%
2,909
+856
181
$164K 0.01%
4,153
+887
182
$164K 0.01%
4,194
+1,308
183
$164K 0.01%
4,173
+3,201
184
$164K 0.01%
2,904
+472
185
$163K 0.01%
2,593
+1,255
186
$163K 0.01%
2,215
+912
187
$162K 0.01%
15,204
+3,378
188
$162K 0.01%
4,256
+57
189
$161K 0.01%
5,104
+3,056
190
$161K 0.01%
1,346
+508
191
$160K 0.01%
1,177
+316
192
$158K 0.01%
2,257
+842
193
$158K 0.01%
2,402
+2,212
194
$157K 0.01%
1,273
+510
195
$157K 0.01%
1,938
+435
196
$156K 0.01%
2,679
+640
197
$155K 0.01%
2,123
+642
198
$155K 0.01%
2,109
+1,110
199
$153K 0.01%
15,255
+4,560
200
$153K 0.01%
4,288
+3,793
6 7
8
9 10