W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$57.3M
2
+$56.8M
3
+$52.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$38.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$24.1M

Top Sells

1
+$5.6M
2
+$1.02M
3
+$877K
4
PFE icon
Pfizer
PFE
+$405K
5
BAC icon
Bank of America
BAC
+$239K

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
276
$78K 0.01%
1,113
+422
277
$77K 0.01%
1,265
+722
278
$77K 0.01%
1,974
+1,058
279
$76K 0.01%
2,394
+874
280
$75K 0.01%
1,637
+730
281
$75K 0.01%
1,216
+718
282
$74K 0.01%
1,108
+739
283
$74K 0.01%
1,097
+493
284
$74K 0.01%
2,731
+750
285
$74K 0.01%
291
+124
286
$73K 0.01%
619
+212
287
$73K 0.01%
977
+171
288
$72K 0.01%
2,064
+725
289
$72K 0.01%
2,168
+835
290
$72K 0.01%
1,289
+283
291
$72K 0.01%
4,932
+1,182
292
$72K 0.01%
641
+369
293
$72K 0.01%
878
+330
294
$72K 0.01%
656
+359
295
$71K 0.01%
599
+181
296
$71K 0.01%
840
+19
297
$71K 0.01%
827
+220
298
$70K 0.01%
2,062
-213
299
$69K 0.01%
1,882
+998
300
$69K 0.01%
269
+90
10 11
12
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