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
326
$61K 0.01%
1,081
+623
327
$61K 0.01%
2,854
-4,457
328
$61K 0.01%
678
+259
329
$61K 0.01%
6,066
+1,978
330
$60K 0.01%
4,125
+2,847
331
$60K 0.01%
5,472
+645
332
$60K 0.01%
4,760
+1,620
333
$60K 0.01%
1,627
+811
334
$59K 0.01%
2,426
+50
335
$59K 0.01%
537
+159
336
$58K 0.01%
1,273
+840
337
$58K 0.01%
1,681
+591
338
$58K 0.01%
1,168
+852
339
$57K ﹤0.01%
1,023
+611
340
$57K ﹤0.01%
752
+172
341
$57K ﹤0.01%
38
+5
342
$56K ﹤0.01%
755
-3
343
$56K ﹤0.01%
1,165
+607
344
$56K ﹤0.01%
2,515
+1,155
345
$56K ﹤0.01%
1,033
+600
346
$56K ﹤0.01%
1,475
+1,269
347
$56K ﹤0.01%
808
+323
348
$55K ﹤0.01%
1,324
+783
349
$55K ﹤0.01%
1,186
+706
350
$55K ﹤0.01%
3,000
+830
12 13
14
15 16