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
$1.15B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$59.9M
2
+$58.1M
3
+$54.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$38.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$24.8M

Top Sells

1
+$5.6M
2
+$1.12M
3
+$1.02M
4
PFE icon
Pfizer
PFE
+$411K
5
BAC icon
Bank of America
BAC
+$247K

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
351
$54K ﹤0.01%
1,178
+546
352
$54K ﹤0.01%
909
+465
353
$54K ﹤0.01%
1,210
+581
354
$54K ﹤0.01%
10
+6
355
$53K ﹤0.01%
1,633
+239
356
$53K ﹤0.01%
1,443
+448
357
$53K ﹤0.01%
+1,787
358
$53K ﹤0.01%
665
+58
359
$53K ﹤0.01%
472
+277
360
$52K ﹤0.01%
905
-17
361
$52K ﹤0.01%
1,874
+809
362
$52K ﹤0.01%
1,186
+132
363
$52K ﹤0.01%
1,089
-128
364
$51K ﹤0.01%
1,577
+67
365
$51K ﹤0.01%
1,217
+253
366
$50K ﹤0.01%
714
+291
367
$50K ﹤0.01%
1,305
+945
368
$50K ﹤0.01%
1,134
+471
369
$50K ﹤0.01%
604
+163
370
$49K ﹤0.01%
550
+222
371
$49K ﹤0.01%
1,513
+777
372
$49K ﹤0.01%
1,506
+829
373
$49K ﹤0.01%
2,152
+630
374
$48K ﹤0.01%
733
+146
375
$48K ﹤0.01%
706
-70
13 14
15
16 17