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
1
$573M 13.58%
15,222,943
+1,076,216
2
$514M 12.19%
4,620,508
+351,175
3
$460M 10.91%
12,296,524
+1,435,365
4
$382M 9.05%
3,385,670
+484,951
5
$374M 8.88%
26,010,840
+2,649,594
6
$227M 5.37%
2,699,086
+284,737
7
$226M 5.35%
25,861,404
+4,824,456
8
$180M 4.27%
3,944,889
+592,629
9
$139M 3.29%
9,826,470
+1,500,261
10
$125M 2.97%
1,442,943
+181,802
11
$110M 2.62%
1,563,160
+146,716
12
$108M 2.57%
878,693
+123,935
13
$82.8M 1.96%
907,391
+173,546
14
$77.6M 1.84%
1,549,639
-39,015
15
$64.2M 1.52%
547,416
+72,152
16
$63.4M 1.5%
649,447
+80,099
17
$46.7M 1.11%
382,165
+30,796
18
$30.1M 0.71%
234,504
+1,245
19
$24.1M 0.57%
121,162
+5,309
20
$17.7M 0.42%
618,510
+86,994
21
$16.5M 0.39%
165,966
+8,092
22
$11.8M 0.28%
415,816
+156,696
23
$11.5M 0.27%
198,796
+38,168
24
$10.4M 0.25%
119,335
-6,049
25
$9.42M 0.22%
225,020
+28,640
1
2 3 4 5