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
201
$579K 0.01%
1,493
+289
202
$575K 0.01%
6,427
+394
203
$571K 0.01%
18,064
+232
204
$568K 0.01%
12,777
+2,494
205
$562K 0.01%
48,267
+12,494
206
$559K 0.01%
+17,820
207
$559K 0.01%
12,471
+1,513
208
$552K 0.01%
6,608
-155
209
$552K 0.01%
2,220
+333
210
$550K 0.01%
5,842
+814
211
$548K 0.01%
8,015
+363
212
$543K 0.01%
3,710
+894
213
$543K 0.01%
3,594
+408
214
$542K 0.01%
16,549
+7,273
215
$542K 0.01%
4,567
+81
216
$541K 0.01%
8,930
+1,133
217
$540K 0.01%
8,195
+494
218
$535K 0.01%
6,565
+2,725
219
$528K 0.01%
10,177
-1,539
220
$505K 0.01%
11,948
-309
221
$504K 0.01%
+5,151
222
$504K 0.01%
8,026
+403
223
$502K 0.01%
+25,669
224
$501K 0.01%
10,898
-167
225
$501K 0.01%
9,072
+1,150
7 8
9
10 11