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
401
$42K ﹤0.01%
1,926
-345
402
$42K ﹤0.01%
945
+494
403
$41K ﹤0.01%
669
+158
404
$40K ﹤0.01%
674
+264
405
$40K ﹤0.01%
730
+351
406
$40K ﹤0.01%
900
+423
407
$40K ﹤0.01%
1,500
-454
408
$40K ﹤0.01%
1,255
+454
409
$39K ﹤0.01%
498
+201
410
$39K ﹤0.01%
1,017
+761
411
$39K ﹤0.01%
2,416
+720
412
$39K ﹤0.01%
872
+618
413
$39K ﹤0.01%
613
+56
414
$39K ﹤0.01%
1,093
+269
415
$38K ﹤0.01%
629
-202
416
$37K ﹤0.01%
1,200
+424
417
$37K ﹤0.01%
707
-271
418
$37K ﹤0.01%
565
+250
419
$37K ﹤0.01%
+400
420
$37K ﹤0.01%
972
-117
421
$36K ﹤0.01%
408
+146
422
$36K ﹤0.01%
1,859
+942
423
$36K ﹤0.01%
640
+238
424
$36K ﹤0.01%
731
+133
425
$36K ﹤0.01%
246
-34
15 16
17
18 19