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
251
$90K 0.01%
2,201
+857
252
$89K 0.01%
3,870
+890
253
$88K 0.01%
+4,961
254
$88K 0.01%
1,964
+238
255
$88K 0.01%
861
+465
256
$87K 0.01%
989
+449
257
$86K 0.01%
2,322
+987
258
$86K 0.01%
3,464
+966
259
$85K 0.01%
179,560
+105,480
260
$85K 0.01%
995
+381
261
$85K 0.01%
910
+165
262
$84K 0.01%
535
+253
263
$83K 0.01%
2,618
+770
264
$83K 0.01%
758
+398
265
$82K 0.01%
1,655
+736
266
$82K 0.01%
2,306
+1,792
267
$82K 0.01%
385
+55
268
$80K 0.01%
1,455
+690
269
$80K 0.01%
871
+334
270
$80K 0.01%
1,338
+261
271
$79K 0.01%
2,204
+1,059
272
$79K 0.01%
6,432
+3,176
273
$79K 0.01%
6,550
-1,050
274
$78K 0.01%
1,065
+465
275
$78K 0.01%
2,084
+858
9 10
11
12 13