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
451
$30K ﹤0.01%
+115
452
$30K ﹤0.01%
186
+13
453
$30K ﹤0.01%
578
-440
454
$29K ﹤0.01%
1,179
+413
455
$29K ﹤0.01%
827
+429
456
$29K ﹤0.01%
836
+279
457
$29K ﹤0.01%
2,454
-150
458
$29K ﹤0.01%
649
+561
459
$28K ﹤0.01%
1,834
+626
460
$28K ﹤0.01%
572
-371
461
$28K ﹤0.01%
406
+157
462
$28K ﹤0.01%
612
+181
463
$27K ﹤0.01%
534
+183
464
$27K ﹤0.01%
466
-33
465
$27K ﹤0.01%
517
+105
466
$27K ﹤0.01%
56
467
$27K ﹤0.01%
612
+156
468
$27K ﹤0.01%
191
-129
469
$26K ﹤0.01%
348
+36
470
$26K ﹤0.01%
415
-42
471
$26K ﹤0.01%
1,514
+1,028
472
$26K ﹤0.01%
887
+553
473
$26K ﹤0.01%
481
+160
474
$25K ﹤0.01%
239
-349
475
$25K ﹤0.01%
210
-96
17 18
19
20 21