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
251
$53K 0.01%
+2,957
252
$53K 0.01%
+933
253
$53K 0.01%
+1,508
254
$53K 0.01%
+1,227
255
$52K 0.01%
+884
256
$52K 0.01%
+2,271
257
$52K 0.01%
+995
258
$52K 0.01%
+1,657
259
$52K 0.01%
+1,382
260
$52K 0.01%
+614
261
$52K 0.01%
+937
262
$51K 0.01%
+730
263
$51K 0.01%
+943
264
$51K 0.01%
+1,981
265
$50K 0.01%
+922
266
$50K 0.01%
+464
267
$50K 0.01%
+500
268
$50K 0.01%
+656
269
$50K 0.01%
+373
270
$50K 0.01%
+882
271
$50K 0.01%
+776
272
$50K 0.01%
+2,287
273
$49K 0.01%
+1,094
274
$49K 0.01%
+320
275
$49K 0.01%
+607
9 10
11
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