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
1
$745M 13.24%
18,755,968
+2,962,889
2
$730M 12.96%
18,563,428
+4,213,281
3
$710M 12.62%
5,854,130
+769,600
4
$390M 6.93%
26,096,672
-380,590
5
$368M 6.54%
3,378,876
+875,352
6
$338M 6%
3,755,593
+644,977
7
$295M 5.25%
31,068,396
+5,050,920
8
$264M 4.69%
5,522,559
+181,190
9
$220M 3.91%
4,595,794
+62,298
10
$162M 2.89%
1,967,524
+348,280
11
$152M 2.7%
10,207,623
+915,237
12
$139M 2.48%
1,181,379
+204,424
13
$128M 2.28%
1,831,651
+171,770
14
$110M 1.96%
1,103,699
+204,296
15
$88.1M 1.57%
911,089
+261,669
16
$83.7M 1.49%
736,269
+122,494
17
$65.9M 1.17%
494,083
+57,372
18
$40.6M 0.72%
286,047
+54,332
19
$33.4M 0.59%
154,433
+15,866
20
$27.2M 0.48%
756,008
+351,936
21
$25.2M 0.45%
232,959
+26,985
22
$17.4M 0.31%
264,131
+33,971
23
$16.3M 0.29%
586,332
+55,066
24
$12.3M 0.22%
277,220
+47,300
25
$11M 0.2%
222,022
+64,981
1
2 3 4 5