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
376
$28K ﹤0.01%
+499
377
$28K ﹤0.01%
+328
378
$28K ﹤0.01%
+511
379
$28K ﹤0.01%
+1,360
380
$28K ﹤0.01%
+173
381
$28K ﹤0.01%
+1,698
382
$27K ﹤0.01%
+558
383
$27K ﹤0.01%
+711
384
$27K ﹤0.01%
+1,065
385
$26K ﹤0.01%
+1,696
386
$26K ﹤0.01%
+884
387
$26K ﹤0.01%
+477
388
$26K ﹤0.01%
+973
389
$26K ﹤0.01%
+56
390
$26K ﹤0.01%
+598
391
$26K ﹤0.01%
+629
392
$25K ﹤0.01%
+565
393
$25K ﹤0.01%
+736
394
$25K ﹤0.01%
+312
395
$25K ﹤0.01%
+444
396
$25K ﹤0.01%
+797
397
$25K ﹤0.01%
+663
398
$24K ﹤0.01%
+632
399
$24K ﹤0.01%
+658
400
$24K ﹤0.01%
+501
14 15
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