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
626
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627
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628
$0 ﹤0.01%
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629
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630
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631
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-8
632
$0 ﹤0.01%
+6
633
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634
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635
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636
$0 ﹤0.01%
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637
$0 ﹤0.01%
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638
$0 ﹤0.01%
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639
$0 ﹤0.01%
+200
640
– –
-20
641
– –
-10
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