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
$4.54B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$75M
3
+$59.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$35.1M

Top Sells

1
+$95.4M
2
+$7.76M
3
+$2.39M
4
KO icon
Coca-Cola
KO
+$1.64M
5
MDT icon
Medtronic
MDT
+$1.41M

Sector Composition

1 Communication Services 1.55%
2 Financials 1.55%
3 Technology 1.38%
4 Healthcare 1.02%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$565K 0.01%
3,932
+438
177
$565K 0.01%
8,276
+2,090
178
$564K 0.01%
25,752
+1,686
179
$562K 0.01%
6,763
+1,728
180
$561K 0.01%
7,719
+1,225
181
$555K 0.01%
17,837
+1,045
182
$552K 0.01%
7,652
+345
183
$544K 0.01%
11,065
+3,874
184
$538K 0.01%
7,476
+282
185
$531K 0.01%
2,989
-4,649
186
$531K 0.01%
2,948
+25
187
$530K 0.01%
8,334
+1,557
188
$526K 0.01%
4,486
-270
189
$525K 0.01%
11,488
+558
190
$523K 0.01%
2,324
+1,223
191
$520K 0.01%
658
+25
192
$518K 0.01%
3,688
+1,190
193
$516K 0.01%
14,534
+2,067
194
$515K 0.01%
17,832
+600
195
$514K 0.01%
8,436
+552
196
$513K 0.01%
23,728
+1,513
197
$511K 0.01%
+1,775
198
$509K 0.01%
7,833
+1,182
199
$505K 0.01%
7,701
+626
200
$501K 0.01%
7,951
+482
6 7
8
9 10