W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Est. Return
6.15%
1 Year Est. Return
+6.15%
AUM
$9.79B
AUM Growth
-$75.9M
(-0.77%)
Holding
527
Top Buys
| 1 | +$71.9M | |
| 2 | +$69.9M | |
| 3 | +$65M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$50.3M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$28.3M |
Top Sells
| 1 | +$109M | |
| 2 | +$67.1M | |
| 3 | +$52.3M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$34.2M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$22.6M |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 1.6% |
| 3 | Communication Services | 1.05% |
| 4 | Healthcare | 0.92% |
| 5 | Consumer Discretionary | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Seagate
STX
$49.1B
| $1.4M | 0.01% |
24,699
+3,644
|
|
||
177
Ameren
AEE
$28.3B
| $1.39M | 0.01% |
22,916
+23
|
|
||
178
Chubb
CB
$111B
| $1.38M | 0.01% |
10,893
+983
|
|
||
179
Realty Income
O
$55.2B
| $1.38M | 0.01% |
26,542
-5,522
|
|
||
180
Sempra
SRE
$60.8B
| $1.38M | 0.01% |
23,824
+4,548
|
|
||
181
Becton Dickinson
BDX
$53.6B
| $1.38M | 0.01% |
5,899
-174
|
|
||
182
Devon Energy
DVN
$20.9B
| $1.38M | 0.01% |
31,278
-4,984
|
|
||
183
O'Reilly Automotive
ORLY
$81.1B
| $1.37M | 0.01% |
75,300
+12,510
|
|
||
184
Thermo Fisher Scientific
TMO
$213B
| $1.37M | 0.01% |
6,602
-617
|
|
||
185
Emerson Electric
EMR
$75.7B
| $1.35M | 0.01% |
19,493
-5,456
|
|
||
|
AET
186
DELISTED
Aetna Inc
AET
| $1.35M | 0.01% |
7,337
-422
|
|
||
|
NBL
187
DELISTED
Noble Energy, Inc.
NBL
| $1.34M | 0.01% |
38,098
-61
|
|
||
188
Electronic Arts
EA
$50B
| $1.33M | 0.01% |
9,441
-430
|
|
||
189
NOV
NOV
$5.18B
| $1.33M | 0.01% |
30,581
+405
|
|
||
190
Align Technology
ALGN
$9.83B
| $1.32M | 0.01% |
3,874
-370
|
|
||
|
HES
191
DELISTED
Hess
HES
| $1.32M | 0.01% |
19,765
-2,162
|
|
||
192
WEC Energy
WEC
$37.6B
| $1.32M | 0.01% |
20,365
-10,240
|
|
||
193
Vanguard Value ETF
VTV
$149B
| $1.31M | 0.01% |
12,635
+42
|
|
||
|
XL
194
DELISTED
XL Group Ltd.
XL
| $1.31M | 0.01% |
23,425
+18,500
|
|
||
195
Humana
HUM
$35.2B
| $1.31M | 0.01% |
4,402
-109
|
|
||
196
Crown Castle
CCI
$42.5B
| $1.31M | 0.01% |
12,128
-9,516
|
|
||
197
Moody's
MCO
$88.3B
| $1.3M | 0.01% |
7,618
+2,432
|
|
||
198
Elevance Health
ELV
$76.1B
| $1.3M | 0.01% |
5,454
-2,183
|
|
||
199
iShares Core S&P 500 ETF
IVV
$680B
| $1.3M | 0.01% |
4,751
-1,229
|
|
||
200
PG&E
PCG
$36.1B
| $1.29M | 0.01% |
30,222
+24,154
|
|