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
$4.22B
AUM Growth
+$592M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$53.7M
3
+$42.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$39.1M

Top Sells

1
+$4.8M
2
+$1.95M
3
+$1.49M
4
EMC
EMC CORPORATION
EMC
+$1.31M
5
TRV icon
Travelers Companies
TRV
+$757K

Sector Composition

1 Communication Services 1.71%
2 Technology 1.34%
3 Financials 1.24%
4 Healthcare 1.18%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$441K 0.01%
5,035
+61
202
$441K 0.01%
7,372
+864
203
$438K 0.01%
3,494
+1,076
204
$438K 0.01%
6,660
+735
205
$436K 0.01%
+13,254
206
$436K 0.01%
3,968
+392
207
$432K 0.01%
8,198
+649
208
$431K 0.01%
5,797
+1,174
209
$429K 0.01%
7,018
+497
210
$428K 0.01%
24,066
+4,072
211
$422K 0.01%
4,967
+1,047
212
$419K 0.01%
6,494
+165
213
$419K 0.01%
10,771
-246
214
$418K 0.01%
5,553
+571
215
$418K 0.01%
5,189
-2,400
216
$417K 0.01%
2,498
-1,388
217
$415K 0.01%
7,754
+510
218
$413K 0.01%
7,307
+845
219
$413K 0.01%
5,680
+177
220
$413K 0.01%
10,033
+685
221
$411K 0.01%
7,666
+974
222
$410K 0.01%
2,317
-191
223
$400K 0.01%
24,676
+1,628
224
$399K 0.01%
3,862
-43
225
$393K 0.01%
12,467
-171
7 8
9
10 11