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
201
$500K 0.01%
+17,820
202
$496K 0.01%
5,742
+553
203
$495K 0.01%
11,170
-105
204
$490K 0.01%
7,726
+402
205
$490K 0.01%
5,472
-249
206
$476K 0.01%
3,310
+83
207
$475K 0.01%
6,033
-235
208
$469K 0.01%
6,992
+332
209
$467K 0.01%
10,958
+974
210
$465K 0.01%
17,259
+492
211
$459K 0.01%
5,728
+1,189
212
$457K 0.01%
27,188
+2,512
213
$457K 0.01%
7,797
+425
214
$456K 0.01%
7,502
+484
215
$452K 0.01%
42,730
+4,810
216
$452K 0.01%
6,198
+1,029
217
$443K 0.01%
6,014
+461
218
$443K 0.01%
6,688
+477
219
$442K 0.01%
1,204
+3
220
$435K 0.01%
3,186
+611
221
$435K 0.01%
7,623
+345
222
$435K 0.01%
7,057
-969
223
$434K 0.01%
35,773
-31,582
224
$432K 0.01%
11,918
+3,484
225
$427K 0.01%
29,749
+4,073
7 8
9
10 11