W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+3.7%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$1.15B
AUM Growth
+$352M
(+44%)
Cap. Flow
+$317M
Cap. Flow
% of AUM
27.47%
Top 10 Holdings %
Top 10 Hldgs %
91.4%
Holding
651
New
106
Increased
448
Reduced
67
Closed
27
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$59.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$58.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$54.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$38.7M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$24.8M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.6M |
| 2 |
TRLA
TRULIA INC (DEL)
TRLA
|
+$1.12M |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.02M |
| 4 |
Pfizer
PFE
|
+$411K |
| 5 |
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% |
