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
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$134M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$89.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Financials 0.9%
3 Healthcare 0.77%
4 Industrials 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.03%
+5,600
52
$206K 0.03%
+165
53
$205K 0.03%
+2,054
54
$203K 0.03%
+3,453
55
$202K 0.03%
+13,410
56
$199K 0.02%
+2,511
57
$190K 0.02%
+6,830
58
$189K 0.02%
+3,198
59
$187K 0.02%
+2,456
60
$185K 0.02%
+2,254
61
$184K 0.02%
+2,114
62
$183K 0.02%
+592
63
$182K 0.02%
+2,223
64
$182K 0.02%
+2,106
65
$174K 0.02%
+2,119
66
$172K 0.02%
+7,311
67
$172K 0.02%
+1,509
68
$171K 0.02%
+3,282
69
$171K 0.02%
+2,429
70
$170K 0.02%
+3,907
71
$165K 0.02%
+1,332
72
$162K 0.02%
+3,121
73
$162K 0.02%
+2,237
74
$161K 0.02%
+2,455
75
$160K 0.02%
+3,344
1 2
3
4 5