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
$1.44B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$58.8M
3
+$41.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.6M

Top Sells

1
+$23.3M
2
+$14.5M
3
+$4.76M
4
TRLA
TRULIA INC (DEL)
TRLA
+$1.73M
5
RTX icon
RTX Corp
RTX
+$308K

Sector Composition

1 Communication Services 3.34%
2 Technology 1.23%
3 Financials 1.09%
4 Healthcare 0.95%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$331M 22.91%
3,270,363
+580,796
2
$212M 14.65%
5,075,738
+552,808
3
$179M 12.4%
4,507,697
-584,981
4
$173M 11.95%
1,574,657
+378,460
5
$108M 7.5%
1,408,367
+252,840
6
$89.1M 6.16%
5,742,466
+5,742,400
7
$35.5M 2.46%
494,779
+95,796
8
$31M 2.14%
236,361
+236,295
9
$27.6M 1.91%
+551,243
10
$27.2M 1.88%
230,171
+61,502
11
$26.2M 1.81%
507,179
-92,240
12
$25.5M 1.77%
742,676
-423,155
13
$17.1M 1.18%
204,667
-2,912
14
$16.5M 1.14%
146,425
+36,399
15
$15.3M 1.06%
193,743
+189,275
16
$9.86M 0.68%
1,243,908
+1,241,472
17
$7.12M 0.49%
+553,965
18
$5.66M 0.39%
+51,145
19
$5.11M 0.35%
62,414
-839
20
$3.72M 0.26%
137,240
-2,984
21
$2.86M 0.2%
77,046
-4,000
22
$2.83M 0.2%
112,224
+29,036
23
$1.95M 0.14%
42,146
+11,789
24
$1.85M 0.13%
+37,483
25
$1.7M 0.12%
15,922
+3,357
1
2 3 4 5