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
$6.67B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$121M
3
+$107M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$56.4M

Top Sells

1
+$3.24M
2
+$1.99M
3
+$1.1M
4
SLB icon
SLB Ltd
SLB
+$976K
5
YHOO
Yahoo Inc
YHOO
+$806K

Sector Composition

1 Technology 1.66%
2 Financials 1.56%
3 Communication Services 1.49%
4 Healthcare 1.11%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$637K 0.01%
11,057
+2,228
227
$631K 0.01%
52,565
+19,974
228
$630K 0.01%
3,884
+290
229
$624K 0.01%
8,338
+2,305
230
$621K 0.01%
9,474
+1,241
231
$615K 0.01%
10,908
+1,836
232
$613K 0.01%
6,080
+762
233
$607K 0.01%
10,588
+1,721
234
$605K 0.01%
6,222
+1,454
235
$596K 0.01%
9,591
+1,576
236
$595K 0.01%
8,818
+66
237
$594K 0.01%
8,554
+5,390
238
$587K 0.01%
33,568
+6,120
239
$585K 0.01%
13,331
+8,414
240
$582K 0.01%
3,030
+891
241
$581K 0.01%
9,707
+4,416
242
$581K 0.01%
2,509
+386
243
$578K 0.01%
7,432
-667
244
$578K 0.01%
7,377
-6,240
245
$576K 0.01%
6,740
+1,141
246
$573K 0.01%
42,359
+21,890
247
$572K 0.01%
1,333
+112
248
$569K 0.01%
30,828
+3,332
249
$564K 0.01%
8,844
+818
250
$563K 0.01%
6,160
+633
8 9
10
11 12