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
551
$3K ﹤0.01%
+300
552
$2K ﹤0.01%
+50
553
$2K ﹤0.01%
+85
554
$2K ﹤0.01%
+73
555
$2K ﹤0.01%
+8
556
$2K ﹤0.01%
+21
557
$2K ﹤0.01%
+30
558
$2K ﹤0.01%
+53
559
$2K ﹤0.01%
+100
560
$2K ﹤0.01%
+150
561
$2K ﹤0.01%
+125
562
$2K ﹤0.01%
+311
563
$1K ﹤0.01%
+13
564
$1K ﹤0.01%
+39
565
$1K ﹤0.01%
+100
566
$1K ﹤0.01%
66
-346
567
$1K ﹤0.01%
+13
568
$1K ﹤0.01%
+24
569
$1K ﹤0.01%
+16
570
$1K ﹤0.01%
+14
571
$1K ﹤0.01%
+15
572
$1K ﹤0.01%
+55
573
$1K ﹤0.01%
+12
574
$1K ﹤0.01%
+16
575
$1K ﹤0.01%
+16
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