W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
451
$206K ﹤0.01%
+2,013
452
$204K ﹤0.01%
+3,372
453
$202K ﹤0.01%
+1,430
454
$202K ﹤0.01%
+6,935
455
$202K ﹤0.01%
+3,976
456
$200K ﹤0.01%
+4,572
457
$200K ﹤0.01%
+5,789
458
$129K ﹤0.01%
+12,802
459
$65K ﹤0.01%
+1,155
460
– –
-3,887
461
– –
-4,266
462
– –
-4,132
463
– –
-3,207
464
– –
-17,820
465
– –
-6,288
466
– –
-6,146
467
– –
-1,960
468
– –
-5,151
469
– –
-25,669
470
– –
-8,350
471
– –
-1,472
472
– –
-6,851
473
– –
-6,487
474
– –
-2,932
475
– –
-9,852
16 17 18
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