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
301
$69K 0.01%
269
+90
302
$69K 0.01%
1,004
+549
303
$69K 0.01%
771
+100
304
$69K 0.01%
4,624
+2,257
305
$69K 0.01%
999
+447
306
$69K 0.01%
1,354
+417
307
$69K 0.01%
3,984
+1,951
308
$67K 0.01%
1,392
+83
309
$67K 0.01%
745
+343
310
$67K 0.01%
652
+374
311
$66K 0.01%
943
-262
312
$66K 0.01%
909
+377
313
$65K 0.01%
2,048
+704
314
$65K 0.01%
1,709
+327
315
$65K 0.01%
2,587
+844
316
$65K 0.01%
622
+246
317
$65K 0.01%
446
-39
318
$64K 0.01%
1,670
+640
319
$64K 0.01%
1,953
+1,461
320
$64K 0.01%
535
+22
321
$64K 0.01%
727
+225
322
$63K 0.01%
978
+118
323
$62K 0.01%
1,618
+656
324
$62K 0.01%
1,204
+384
325
$62K 0.01%
1,232
+787
11 12
13
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