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
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$134M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$89.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Financials 0.9%
3 Healthcare 0.77%
4 Industrials 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$446K 0.06%
+3,595
27
$438K 0.05%
+4,472
28
$421K 0.05%
+7,836
29
$390K 0.05%
+4,863
30
$379K 0.05%
+4,717
31
$375K 0.05%
+2,973
32
$375K 0.05%
+4,602
33
$373K 0.05%
+3,135
34
$366K 0.05%
+4,937
35
$356K 0.04%
+8,592
36
$354K 0.04%
+7,406
37
$331K 0.04%
+23,849
38
$323K 0.04%
+3,430
39
$302K 0.04%
+3,081
40
$281K 0.04%
+5,228
41
$272K 0.03%
+10,611
42
$269K 0.03%
+3,029
43
$262K 0.03%
+10,070
44
$249K 0.03%
+5,801
45
$240K 0.03%
+9,069
46
$239K 0.03%
+2,887
47
$234K 0.03%
+10,118
48
$232K 0.03%
+2,540
49
$231K 0.03%
+3,591
50
$215K 0.03%
+2,893
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