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
1
$378M 15.12%
1,061,435
-7,477,167
2
$376M 15.03%
3,809,070
-158,949
3
$265M 10.58%
8,000,694
+2,048,101
4
$241M 9.65%
2,202,440
+91,861
5
$164M 6.56%
2,226,941
+381,771
6
$151M 6.04%
3,789,223
+237,208
7
$102M 4.06%
7,429,906
-1,218,414
8
$91.4M 3.65%
11,820,336
-1,996,032
9
$67.8M 2.71%
1,405,108
+279,219
10
$67M 2.68%
886,498
+89,250
11
$55.9M 2.24%
481,671
+68,109
12
$46.4M 1.86%
547,966
+303,346
13
$44.1M 1.76%
720,861
+171,704
14
$43.1M 1.72%
3,599,514
-546,783
15
$37.5M 1.5%
347,159
+136,945
16
$33.1M 1.33%
311,516
+39,311
17
$23.2M 0.93%
257,828
-4,858
18
$16.2M 0.65%
183,823
+175,735
19
$14.6M 0.58%
540,490
-21,897
20
$12.7M 0.51%
155,723
-143,295
21
$9.38M 0.38%
340,176
+125,604
22
$8.65M 0.35%
49,230
+37,821
23
$8.38M 0.33%
342,574
-720,833
24
$6.11M 0.24%
227,546
+26,982
25
$5.95M 0.24%
122,947
+27,271
1
2 3 4 5