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
476
$25K ﹤0.01%
1,702
+618
477
$24K ﹤0.01%
722
+413
478
$24K ﹤0.01%
852
+680
479
$23K ﹤0.01%
834
+536
480
$23K ﹤0.01%
376
+106
481
$23K ﹤0.01%
508
+241
482
$22K ﹤0.01%
283
+106
483
$22K ﹤0.01%
611
+36
484
$22K ﹤0.01%
1,411
+882
485
$22K ﹤0.01%
414
+163
486
$21K ﹤0.01%
404
-263
487
$21K ﹤0.01%
2,121
+892
488
$21K ﹤0.01%
674
+443
489
$21K ﹤0.01%
321
+259
490
$20K ﹤0.01%
2,436
491
$19K ﹤0.01%
481
+42
492
$19K ﹤0.01%
1,852
+48
493
$19K ﹤0.01%
649
-148
494
$19K ﹤0.01%
1,065
+654
495
$18K ﹤0.01%
739
+168
496
$17K ﹤0.01%
685
-552
497
$17K ﹤0.01%
817
+467
498
$17K ﹤0.01%
495
-1,052
499
$16K ﹤0.01%
390
-704
500
$16K ﹤0.01%
64
+34
18 19
20
21 22