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
376
$48K ﹤0.01%
448
+83
377
$48K ﹤0.01%
549
+66
378
$48K ﹤0.01%
861
+496
379
$47K ﹤0.01%
1,239
+448
380
$46K ﹤0.01%
1,650
+1,259
381
$46K ﹤0.01%
859
-74
382
$46K ﹤0.01%
1,092
+281
383
$45K ﹤0.01%
1,826
+853
384
$45K ﹤0.01%
498
+96
385
$45K ﹤0.01%
145
-140
386
$45K ﹤0.01%
856
+384
387
$44K ﹤0.01%
685
+168
388
$44K ﹤0.01%
834
+494
389
$44K ﹤0.01%
1,248
+590
390
$44K ﹤0.01%
347
+116
391
$44K ﹤0.01%
868
+684
392
$44K ﹤0.01%
892
-153
393
$44K ﹤0.01%
2,412
+714
394
$43K ﹤0.01%
3,267
+375
395
$43K ﹤0.01%
932
+281
396
$43K ﹤0.01%
619
+287
397
$43K ﹤0.01%
3,246
+2,109
398
$43K ﹤0.01%
686
+439
399
$42K ﹤0.01%
+5,630
400
$42K ﹤0.01%
924
+359
14 15
16
17 18