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
276
$48K 0.01%
+916
277
$47K 0.01%
+861
278
$47K 0.01%
+407
279
$47K 0.01%
+537
280
$47K 0.01%
+1,335
281
$47K 0.01%
+1,089
282
$46K 0.01%
+3,750
283
$46K 0.01%
+978
284
$46K 0.01%
+1,520
285
$46K 0.01%
+247
286
$46K 0.01%
+691
287
$45K 0.01%
+179
288
$45K 0.01%
+418
289
$45K 0.01%
+1,242
290
$45K 0.01%
+522
291
$45K 0.01%
+481
292
$44K 0.01%
+540
293
$44K 0.01%
+1,226
294
$44K 0.01%
+746
295
$43K 0.01%
+637
296
$43K 0.01%
+919
297
$43K 0.01%
+548
298
$43K 0.01%
+580
299
$43K 0.01%
+1,813
300
$43K 0.01%
+618
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