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
326
$38K ﹤0.01%
+552
327
$37K ﹤0.01%
+1,344
328
$37K ﹤0.01%
+376
329
$37K ﹤0.01%
+557
330
$37K ﹤0.01%
+532
331
$37K ﹤0.01%
+396
332
$36K ﹤0.01%
+1,145
333
$36K ﹤0.01%
+434
334
$36K ﹤0.01%
+1,157
335
$36K ﹤0.01%
+604
336
$36K ﹤0.01%
+1,090
337
$36K ﹤0.01%
+1,522
338
$35K ﹤0.01%
+1,030
339
$35K ﹤0.01%
+1,741
340
$35K ﹤0.01%
+402
341
$35K ﹤0.01%
+1,440
342
$35K ﹤0.01%
+74,080
343
$35K ﹤0.01%
+769
344
$35K ﹤0.01%
+365
345
$35K ﹤0.01%
+306
346
$35K ﹤0.01%
+441
347
$34K ﹤0.01%
+360
348
$34K ﹤0.01%
+667
349
$34K ﹤0.01%
+419
350
$34K ﹤0.01%
+393
12 13
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