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
$2.5B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$28.2M
3
+$25.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$15.5M
5
VB icon
Vanguard Small-Cap ETF
VB
+$14.8M

Top Sells

1
+$2.66B
2
+$17.6M
3
+$16.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.7M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$15.4M

Sector Composition

1 Communication Services 2.31%
2 Technology 1.46%
3 Financials 1.45%
4 Healthcare 1.24%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$344K 0.01%
4,509
+64
177
$343K 0.01%
2,470
-46
178
$338K 0.01%
8,219
-763
179
$336K 0.01%
3,251
+640
180
$335K 0.01%
544,200
+160,120
181
$333K 0.01%
2,723
+649
182
$326K 0.01%
5,210
+2,526
183
$326K 0.01%
2,072
+118
184
$325K 0.01%
7,110
+1,088
185
$324K 0.01%
2,801
+787
186
$322K 0.01%
1,843
+443
187
$321K 0.01%
1,080
-811
188
$320K 0.01%
5,294
+1,221
189
$319K 0.01%
3,065
-1,140
190
$314K 0.01%
3,534
+379
191
$314K 0.01%
4,109
+3,053
192
$310K 0.01%
7,156
+225
193
$310K 0.01%
14,472
+2,200
194
$309K 0.01%
5,430
+1,411
195
$305K 0.01%
10,679
+3,290
196
$302K 0.01%
4,431
+1,408
197
$301K 0.01%
6,047
+3,210
198
$300K 0.01%
3,155
+669
199
$300K 0.01%
6,481
+350
200
$299K 0.01%
6,019
+2,231
6 7
8
9 10