W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+1.26%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$802M
AUM Growth
–
Cap. Flow
+$802M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.25%
Holding
545
New
545
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$207M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$156M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$134M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$89.3M |
| 5 |
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% |
