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
476
$14K ﹤0.01%
+1,137
477
$14K ﹤0.01%
+247
478
$14K ﹤0.01%
+391
479
$14K ﹤0.01%
+316
480
$13K ﹤0.01%
+159
481
$13K ﹤0.01%
+492
482
$13K ﹤0.01%
+251
483
$12K ﹤0.01%
+551
484
$12K ﹤0.01%
+1,229
485
$12K ﹤0.01%
+800
486
$12K ﹤0.01%
+327
487
$11K ﹤0.01%
+391
488
$11K ﹤0.01%
+131
489
$11K ﹤0.01%
+154
490
$11K ﹤0.01%
+267
491
$11K ﹤0.01%
+334
492
$10K ﹤0.01%
+256
493
$10K ﹤0.01%
+254
494
$10K ﹤0.01%
+309
495
$10K ﹤0.01%
+263
496
$10K ﹤0.01%
+184
497
$9K ﹤0.01%
+20
498
$9K ﹤0.01%
+53
499
$9K ﹤0.01%
+62
500
$8K ﹤0.01%
+328
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