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
$5.63B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$118M
3
+$95.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$93.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M

Top Sells

1
+$5.68M
2
+$732K
3
+$595K
4
STJ
St Jude Medical
STJ
+$459K
5
UPS icon
United Parcel Service
UPS
+$443K

Sector Composition

1 Technology 1.71%
2 Communication Services 1.66%
3 Financials 1.48%
4 Healthcare 1.11%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$672K 0.01%
5,665
+268
177
$664K 0.01%
8,099
+380
178
$664K 0.01%
26,707
+2,979
179
$651K 0.01%
10,436
+2,464
180
$647K 0.01%
9,636
+1,685
181
$647K 0.01%
6,258
+786
182
$644K 0.01%
8,289
+2,275
183
$643K 0.01%
+9,852
184
$641K 0.01%
5,274
+1,258
185
$641K 0.01%
8,645
+1,653
186
$637K 0.01%
11,520
+402
187
$634K 0.01%
3,403
+455
188
$632K 0.01%
21,348
+3,511
189
$628K 0.01%
7,893
-530
190
$627K 0.01%
3,043
+177
191
$625K 0.01%
9,013
+679
192
$619K 0.01%
15,799
+1,265
193
$618K 0.01%
34,350
-4,875
194
$600K 0.01%
11,567
+397
195
$598K 0.01%
2,730
+106
196
$591K 0.01%
8,909
+1,407
197
$584K 0.01%
17,382
+4,474
198
$582K 0.01%
7,506
-417
199
$580K 0.01%
8,752
+476
200
$579K 0.01%
45,130
+2,400
6 7
8
9 10