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
1
$586M 12.91%
5,084,530
+464,022
2
$565M 12.44%
15,793,079
+570,136
3
$524M 11.54%
14,350,147
+2,053,623
4
$366M 8.07%
26,477,262
+466,422
5
$271M 5.96%
2,503,524
-882,146
6
$265M 5.83%
3,110,616
+411,530
7
$235M 5.17%
26,017,476
+156,072
8
$227M 4.99%
5,341,369
+1,396,480
9
$215M 4.73%
4,533,496
+2,983,857
10
$135M 2.97%
9,292,386
-534,084
11
$134M 2.94%
1,619,244
+176,301
12
$125M 2.75%
1,659,881
+96,721
13
$114M 2.52%
976,955
+98,262
14
$86.3M 1.9%
899,403
-7,988
15
$68M 1.5%
649,420
-27
16
$67.7M 1.49%
613,775
+66,359
17
$56.3M 1.24%
436,711
+54,546
18
$28.4M 0.63%
138,567
+17,405
19
$26.7M 0.59%
231,715
-2,789
20
$21.1M 0.46%
205,974
+40,008
21
$14.6M 0.32%
531,266
-87,244
22
$14.3M 0.31%
230,160
+31,364
23
$11.7M 0.26%
404,072
-11,744
24
$10.6M 0.23%
117,805
-1,530
25
$8.92M 0.2%
277,623
-2,815
1
2 3 4 5