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
551
$3K ﹤0.01%
+250
552
$2K ﹤0.01%
+30
553
$2K ﹤0.01%
+311
554
$2K ﹤0.01%
+50
555
$2K ﹤0.01%
+85
556
$2K ﹤0.01%
+150
557
$2K ﹤0.01%
+125
558
$2K ﹤0.01%
+73
559
$2K ﹤0.01%
+8
560
$2K ﹤0.01%
+21
561
$2K ﹤0.01%
+53
562
$2K ﹤0.01%
+100
563
$1K ﹤0.01%
+13
564
$1K ﹤0.01%
+24
565
$1K ﹤0.01%
+16
566
$1K ﹤0.01%
+14
567
$1K ﹤0.01%
+15
568
$1K ﹤0.01%
+55
569
$1K ﹤0.01%
+12
570
$1K ﹤0.01%
+16
571
$1K ﹤0.01%
+16
572
$1K ﹤0.01%
+10
573
$1K ﹤0.01%
+6
574
$1K ﹤0.01%
+46
575
$1K ﹤0.01%
+13
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