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
251
$560K 0.01%
17,788
-276
252
$557K 0.01%
43,273
-19,694
253
$553K 0.01%
7,349
+920
254
$551K 0.01%
6,125
+1,072
255
$540K 0.01%
3,773
+572
256
$540K 0.01%
+19,298
257
$538K 0.01%
4,226
+420
258
$533K 0.01%
10,223
+4,125
259
$533K 0.01%
8,358
-655
260
$520K 0.01%
6,150
-458
261
$519K 0.01%
13,429
+2,311
262
$519K 0.01%
17,414
+5,101
263
$514K 0.01%
3,855
+527
264
$509K 0.01%
8,385
+1,794
265
$508K 0.01%
+6,516
266
$507K 0.01%
7,919
+821
267
$505K 0.01%
11,478
-993
268
$495K 0.01%
8,344
+1,059
269
$493K 0.01%
+7,423
270
$493K 0.01%
9,371
+1,133
271
$491K 0.01%
+26,751
272
$487K 0.01%
9,190
+2,101
273
$487K 0.01%
3,006
+252
274
$485K 0.01%
+4,997
275
$483K 0.01%
6,140
+571
9 10
11
12 13