W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$57.3M
2
+$56.8M
3
+$52.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$38.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$24.1M

Top Sells

1
+$5.6M
2
+$1.02M
3
+$877K
4
PFE icon
Pfizer
PFE
+$405K
5
BAC icon
Bank of America
BAC
+$239K

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
526
$7K ﹤0.01%
+800
527
$7K ﹤0.01%
+100
528
$7K ﹤0.01%
+96
529
$7K ﹤0.01%
+250
530
$7K ﹤0.01%
+47
531
$6K ﹤0.01%
+178
532
$6K ﹤0.01%
+225
533
$6K ﹤0.01%
+500
534
$6K ﹤0.01%
+55
535
$6K ﹤0.01%
+100
536
$6K ﹤0.01%
540
-34
537
$5K ﹤0.01%
+167
538
$5K ﹤0.01%
159
-104
539
$5K ﹤0.01%
+136
540
$5K ﹤0.01%
+40
541
$5K ﹤0.01%
+100
542
$5K ﹤0.01%
173
-55
543
$4K ﹤0.01%
+45
544
$3K ﹤0.01%
210
-4,180
545
$3K ﹤0.01%
+52
546
$3K ﹤0.01%
+250
547
$3K ﹤0.01%
+30
548
$3K ﹤0.01%
+175
549
$3K ﹤0.01%
+60
550
$3K ﹤0.01%
+335
20 21
22
23 24