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
326
$397K 0.01%
5,502
+868
327
$396K 0.01%
3,330
+795
328
$393K 0.01%
4,342
+496
329
$393K 0.01%
6,107
+32
330
$391K 0.01%
2,315
+40
331
$389K 0.01%
1,749
+82
332
$388K 0.01%
3,190
+1,335
333
$387K 0.01%
11,554
+295
334
$385K 0.01%
4,412
-399
335
$384K 0.01%
+6,132
336
$382K 0.01%
6,891
-1,247
337
$382K 0.01%
+5,708
338
$380K 0.01%
15,957
+1,338
339
$371K 0.01%
3,879
+740
340
$370K 0.01%
2,695
-556
341
$369K 0.01%
2,477
+247
342
$369K 0.01%
6,396
-1,799
343
$369K 0.01%
6,334
+598
344
$368K 0.01%
2,994
+105
345
$366K 0.01%
2,730
+380
346
$364K 0.01%
5,480
+1,467
347
$363K 0.01%
+2,549
348
$359K 0.01%
13,099
+2,240
349
$358K 0.01%
3,730
+817
350
$357K 0.01%
+8,888
12 13
14
15 16