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
$1.15B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$58.1M
3
+$54.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$38.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$24.8M

Top Sells

1
+$5.6M
2
+$1.12M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$411K
5
BAC icon
Bank of America
BAC
+$247K

Sector Composition

1 Communication Services 2.62%
2 Technology 1.36%
3 Financials 1%
4 Healthcare 0.87%
5 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99K 0.01%
1,600
+553
227
$99K 0.01%
1,219
+824
228
$98K 0.01%
1,339
+1,067
229
$97K 0.01%
1,300
+990
230
$97K 0.01%
+1,016
231
$96K 0.01%
678
+132
232
$96K 0.01%
1,515
+309
233
$96K 0.01%
1,858
+648
234
$95K 0.01%
13,800
+10,230
235
$95K 0.01%
1,303
+259
236
$94K 0.01%
1,512
+280
237
$94K 0.01%
1,362
+456
238
$93K 0.01%
1,724
+651
239
$93K 0.01%
763
+254
240
$93K 0.01%
837
+373
241
$93K 0.01%
1,415
+533
242
$93K 0.01%
547
+197
243
$93K 0.01%
1,921
+1,152
244
$93K 0.01%
937
+456
245
$92K 0.01%
1,572
+711
246
$92K 0.01%
838
+338
247
$91K 0.01%
398
+72
248
$91K 0.01%
204
+4
249
$90K 0.01%
1,872
+34
250
$90K 0.01%
2,009
+123
8 9
10
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