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
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$134M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$89.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Financials 0.9%
3 Healthcare 0.77%
4 Industrials 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59K 0.01%
+1,210
227
$59K 0.01%
+845
228
$58K 0.01%
+2,376
229
$58K 0.01%
+513
230
$58K 0.01%
+1,018
231
$57K 0.01%
+509
232
$57K 0.01%
+1,006
233
$57K 0.01%
+465
234
$57K 0.01%
+1,045
235
$56K 0.01%
+768
236
$56K 0.01%
+1,619
237
$56K 0.01%
+806
238
$56K 0.01%
+951
239
$56K 0.01%
+758
240
$56K 0.01%
+768
241
$55K 0.01%
+451
242
$55K 0.01%
+1,344
243
$55K 0.01%
+607
244
$54K 0.01%
+1,073
245
$54K 0.01%
+799
246
$54K 0.01%
+671
247
$54K 0.01%
+860
248
$54K 0.01%
+4,827
249
$54K 0.01%
+653
250
$54K 0.01%
+1,701
8 9
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