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
26
$710K 0.06%
14,286
+6,880
27
$704K 0.06%
12,464
+4,628
28
$688K 0.06%
8,598
+3,881
29
$685K 0.06%
16,568
+7,976
30
$683K 0.06%
8,438
+3,575
31
$656K 0.06%
15,524
+9,924
32
$625K 0.05%
7,197
+2,595
33
$583K 0.05%
21,547
+12,478
34
$576K 0.05%
3,196
+554
35
$563K 0.05%
18,069
+7,999
36
$550K 0.05%
20,042
+16,916
37
$535K 0.05%
21,258
+11,140
38
$531K 0.05%
6,046
+4,963
39
$524K 0.05%
5,822
+2,935
40
$511K 0.04%
5,665
+4,897
41
$502K 0.04%
4,974
+1,544
42
$497K 0.04%
10,306
+6,962
43
$492K 0.04%
19,476
+8,865
44
$466K 0.04%
6,408
+1,471
45
$464K 0.04%
8,117
-1,250
46
$450K 0.04%
4,454
+1,373
47
$427K 0.04%
4,986
+2,732
48
$419K 0.04%
4,854
+2,425
49
$401K 0.03%
7,416
+2,188
50
$392K 0.03%
4,779
+2,268
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