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
301
$43K 0.01%
+831
302
$43K 0.01%
+167
303
$42K 0.01%
+282
304
$42K 0.01%
+1,743
305
$41K 0.01%
+765
306
$41K 0.01%
+964
307
$41K 0.01%
+502
308
$41K 0.01%
+378
309
$41K 0.01%
+1,339
310
$41K 0.01%
+4,088
311
$41K 0.01%
+1,333
312
$41K 0.01%
+483
313
$40K 0.01%
+1,510
314
$40K 0.01%
+600
315
$40K 0.01%
+33
316
$40K 0.01%
+820
317
$39K ﹤0.01%
+587
318
$39K ﹤0.01%
+2,892
319
$39K ﹤0.01%
+1,394
320
$39K ﹤0.01%
+3,140
321
$38K ﹤0.01%
+3,256
322
$38K ﹤0.01%
+402
323
$38K ﹤0.01%
+2,170
324
$38K ﹤0.01%
+907
325
$38K ﹤0.01%
+280
11 12
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