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
351
$34K ﹤0.01%
+2,033
352
$33K ﹤0.01%
+517
353
$33K ﹤0.01%
+2,367
354
$33K ﹤0.01%
+811
355
$33K ﹤0.01%
+1,054
356
$32K ﹤0.01%
+962
357
$32K ﹤0.01%
+3,657
358
$32K ﹤0.01%
+791
359
$31K ﹤0.01%
+457
360
$31K ﹤0.01%
+455
361
$31K ﹤0.01%
+2,604
362
$31K ﹤0.01%
+202
363
$31K ﹤0.01%
+297
364
$31K ﹤0.01%
+395
365
$30K ﹤0.01%
+498
366
$30K ﹤0.01%
+543
367
$30K ﹤0.01%
+272
368
$30K ﹤0.01%
+423
369
$30K ﹤0.01%
+824
370
$30K ﹤0.01%
+485
371
$29K ﹤0.01%
+651
372
$29K ﹤0.01%
+816
373
$29K ﹤0.01%
+749
374
$29K ﹤0.01%
+1,237
375
$29K ﹤0.01%
+231
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