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
+$122M
2
+$120M
3
+$106M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$56.3M

Top Sells

1
+$3.25M
2
+$2.11M
3
+$1.14M
4
SLB icon
SLB Ltd
SLB
+$1.06M
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%
+6,935
454
$202K ﹤0.01%
+3,976
455
$202K ﹤0.01%
+1,430
456
$200K ﹤0.01%
+5,789
457
$200K ﹤0.01%
+4,572
458
$129K ﹤0.01%
+12,802
459
$65K ﹤0.01%
+1,155
460
– –
-4,266
461
– –
-542
462
– –
-3,887
463
– –
-4,132
464
– –
-6,851
465
– –
-6,487
466
– –
-2,932
467
– –
-9,852
468
– –
-5,234
469
– –
-11,086
470
– –
-3,207
471
– –
-17,820
472
– –
-6,288
473
– –
-6,146
474
– –
-1,960
475
– –
-5,151
16 17 18
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