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
501
$16K ﹤0.01%
237
-608
502
$16K ﹤0.01%
421
-806
503
$15K ﹤0.01%
371
-135
504
$14K ﹤0.01%
674
-136
505
$14K ﹤0.01%
291
+241
506
$14K ﹤0.01%
418
+292
507
$13K ﹤0.01%
122
-38
508
$12K ﹤0.01%
+250
509
$12K ﹤0.01%
+216
510
$12K ﹤0.01%
248
-2,866
511
$11K ﹤0.01%
464
+136
512
$11K ﹤0.01%
327
+145
513
$11K ﹤0.01%
96
-42
514
$11K ﹤0.01%
190
-1,626
515
$11K ﹤0.01%
225
+151
516
$10K ﹤0.01%
252
-121
517
$10K ﹤0.01%
+200
518
$10K ﹤0.01%
530
-339
519
$10K ﹤0.01%
+500
520
$10K ﹤0.01%
66
+40
521
$10K ﹤0.01%
+100
522
$8K ﹤0.01%
209
-292
523
$8K ﹤0.01%
+126
524
$7K ﹤0.01%
+100
525
$7K ﹤0.01%
+96
19 20
21
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