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
426
$35K ﹤0.01%
584
+197
427
$35K ﹤0.01%
742
+375
428
$34K ﹤0.01%
1,851
+661
429
$34K ﹤0.01%
273
+52
430
$33K ﹤0.01%
455
-1,157
431
$33K ﹤0.01%
985
-172
432
$33K ﹤0.01%
237
+175
433
$33K ﹤0.01%
660
+285
434
$33K ﹤0.01%
449
-1,788
435
$33K ﹤0.01%
818
+236
436
$32K ﹤0.01%
7,477
+2,462
437
$32K ﹤0.01%
812
+63
438
$32K ﹤0.01%
985
+257
439
$32K ﹤0.01%
1,151
+308
440
$31K ﹤0.01%
589
+229
441
$31K ﹤0.01%
479
+357
442
$31K ﹤0.01%
+169
443
$31K ﹤0.01%
910
+316
444
$31K ﹤0.01%
874
+483
445
$31K ﹤0.01%
920
+424
446
$31K ﹤0.01%
872
+545
447
$31K ﹤0.01%
143
+105
448
$30K ﹤0.01%
996
+261
449
$30K ﹤0.01%
1,219
+668
450
$30K ﹤0.01%
370
+95
16 17
18
19 20