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
301
$436K 0.01%
+19,806
302
$434K 0.01%
14,461
-2,088
303
$433K 0.01%
3,883
+95
304
$432K 0.01%
7,362
+1,988
305
$428K 0.01%
2,679
-724
306
$427K 0.01%
29,250
-5,100
307
$425K 0.01%
4,847
+357
308
$422K 0.01%
4,395
+541
309
$418K 0.01%
4,952
+1,179
310
$416K 0.01%
9,477
+2,923
311
$415K 0.01%
+17,865
312
$415K 0.01%
6,624
-487
313
$414K 0.01%
16,652
+4,418
314
$411K 0.01%
1,700
+181
315
$411K 0.01%
8,690
+1,330
316
$410K 0.01%
7,230
+532
317
$409K 0.01%
7,473
+1,370
318
$409K 0.01%
8,833
+1,446
319
$409K 0.01%
3,277
+392
320
$408K 0.01%
4,455
-188
321
$408K 0.01%
4,359
-180
322
$407K 0.01%
691
+100
323
$404K 0.01%
9,013
+1,406
324
$401K 0.01%
3,605
+281
325
$400K 0.01%
1,555
+523
11 12
13
14 15