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
$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
26
$11.8M 0.18%
259,520
+41,720
27
$9.63M 0.14%
119,273
+3,681
28
$9.38M 0.14%
102,569
+3,519
29
$9.35M 0.14%
385,334
+22,398
30
$8.86M 0.13%
52,329
+7,424
31
$8.65M 0.13%
186,000
+21,500
32
$8.25M 0.12%
123,343
+22,471
33
$7.84M 0.12%
275,125
-24,630
34
$7.76M 0.12%
330,841
+42,378
35
$7.69M 0.12%
156,153
-65,869
36
$7.49M 0.11%
40,378
+4,249
37
$7.04M 0.11%
181,021
+32,317
38
$6.49M 0.1%
74,497
-757
39
$6.29M 0.09%
305,086
+61,786
40
$6.1M 0.09%
39,757
+4,116
41
$6.03M 0.09%
80,929
+2,835
42
$5.89M 0.09%
62,761
+11,854
43
$5.78M 0.09%
55,362
+1,427
44
$5.75M 0.09%
49,820
+12,617
45
$5.69M 0.09%
48,483
+5,412
46
$5.49M 0.08%
307,048
-25,936
47
$5.24M 0.08%
34,179
+3,666
48
$5.1M 0.08%
39,404
-15,385
49
$4.8M 0.07%
95,721
+8,305
50
$4.64M 0.07%
26,650
+4,024
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