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
576
$1K ﹤0.01%
+39
577
$1K ﹤0.01%
+100
578
$1K ﹤0.01%
66
-346
579
$1K ﹤0.01%
+14
580
$1K ﹤0.01%
+50
581
$1K ﹤0.01%
+5
582
$1K ﹤0.01%
+67
583
$1K ﹤0.01%
+10
584
$1K ﹤0.01%
+24
585
$1K ﹤0.01%
+74
586
$1K ﹤0.01%
39
-161
587
$1K ﹤0.01%
+232
588
$1K ﹤0.01%
+12
589
$1K ﹤0.01%
+75
590
$1K ﹤0.01%
+37
591
$1K ﹤0.01%
+14
592
$1K ﹤0.01%
+7
593
– –
-81
594
– –
-159
595
$0 ﹤0.01%
+4
596
– –
-243
597
$0 ﹤0.01%
+3
598
– –
-98
599
$0 ﹤0.01%
+18
600
– –
-630
22 23
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