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
201
$299K 0.01%
3,985
+601
202
$298K 0.01%
1,599
+309
203
$292K 0.01%
3,320
-896
204
$288K 0.01%
5,112
+301
205
$288K 0.01%
5,760
+1,548
206
$287K 0.01%
5,491
+2,245
207
$285K 0.01%
12,042
+2,052
208
$284K 0.01%
1,814
+351
209
$282K 0.01%
3,498
+464
210
$281K 0.01%
12,474
+3,804
211
$277K 0.01%
1,767
-42
212
$275K 0.01%
4,056
+583
213
$274K 0.01%
4,259
-665
214
$272K 0.01%
4,534
+3,125
215
$269K 0.01%
6,053
+1,703
216
$268K 0.01%
2,728
-136
217
$267K 0.01%
1,293
+109
218
$267K 0.01%
3,474
-375
219
$266K 0.01%
4,071
-5,104
220
$266K 0.01%
6,466
+1,176
221
$264K 0.01%
6,780
+3,159
222
$263K 0.01%
2,036
-499
223
$263K 0.01%
8,497
-1,044
224
$263K 0.01%
7,436
+3,632
225
$262K 0.01%
12,354
-1,346
7 8
9
10 11