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
$6.67B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$121M
3
+$107M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$56.4M

Top Sells

1
+$3.24M
2
+$1.99M
3
+$1.1M
4
SLB icon
SLB Ltd
SLB
+$976K
5
YHOO
Yahoo Inc
YHOO
+$806K

Sector Composition

1 Technology 1.66%
2 Financials 1.56%
3 Communication Services 1.49%
4 Healthcare 1.11%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$232K ﹤0.01%
5,600
-4,572
427
$231K ﹤0.01%
4,280
-559
428
$231K ﹤0.01%
728
+60
429
$229K ﹤0.01%
8,227
+148
430
$228K ﹤0.01%
2,862
-653
431
$227K ﹤0.01%
1,369
+67
432
$227K ﹤0.01%
+3,235
433
$223K ﹤0.01%
2,586
-976
434
$220K ﹤0.01%
7,773
-1,035
435
$219K ﹤0.01%
2,445
+15
436
$219K ﹤0.01%
1,843
-18
437
$218K ﹤0.01%
3,362
+45
438
$217K ﹤0.01%
1,761
-711
439
$217K ﹤0.01%
+2,407
440
$216K ﹤0.01%
8,598
-680
441
$215K ﹤0.01%
3,389
-286
442
$214K ﹤0.01%
+2,426
443
$214K ﹤0.01%
5,745
-556
444
$213K ﹤0.01%
+1,771
445
$212K ﹤0.01%
+4,562
446
$212K ﹤0.01%
+3,116
447
$211K ﹤0.01%
+2,311
448
$210K ﹤0.01%
2,259
-81
449
$210K ﹤0.01%
+11,905
450
$207K ﹤0.01%
+2,738
16 17
18
19 20