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
51
$392K 0.03%
8,993
+3,192
52
$386K 0.03%
5,021
+2,128
53
$382K 0.03%
22,660
+15,180
54
$357K 0.03%
3,945
+916
55
$356K 0.03%
5,652
+2,199
56
$352K 0.03%
9,713
+5,668
57
$331K 0.03%
2,724
+1,215
58
$325K 0.03%
21,038
+7,628
59
$321K 0.03%
2,889
+835
60
$319K 0.03%
18,395
+10,723
61
$304K 0.03%
4,864
+1,273
62
$304K 0.03%
1,796
+464
63
$302K 0.03%
18,830
-15,370
64
$298K 0.03%
3,581
+1,358
65
$296K 0.03%
4,468
+1,963
66
$293K 0.03%
5,259
+3,048
67
$292K 0.03%
235
+70
68
$291K 0.03%
3,796
+2,742
69
$291K 0.03%
2,707
+601
70
$287K 0.02%
4,539
+1,341
71
$283K 0.02%
8,667
+5,939
72
$281K 0.02%
4,831
+1,549
73
$281K 0.02%
2,868
+1,427
74
$279K 0.02%
2,915
+375
75
$279K 0.02%
3,101
+987
1 2
3
4 5