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
$6.67B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$121M
3
+$107M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$58.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$56.4M

Top Sells

1
+$3.24M
2
+$1.99M
3
+$1.1M
4
SLB icon
SLB Ltd
SLB
+$976K
5
YHOO
Yahoo Inc
YHOO
+$806K

Sector Composition

1 Technology 1.66%
2 Financials 1.56%
3 Communication Services 1.49%
4 Healthcare 1.11%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.5M 0.07%
73,659
+11,395
52
$4.5M 0.07%
62,067
+10,832
53
$4.28M 0.06%
32,959
-157
54
$4.02M 0.06%
23,327
+2,383
55
$3.99M 0.06%
72,051
+11,693
56
$3.96M 0.06%
31,013
+2,156
57
$3.87M 0.06%
19,584
+5,282
58
$3.87M 0.06%
86,221
+31,946
59
$3.82M 0.06%
31,460
+5,254
60
$3.67M 0.06%
117,206
-11,972
61
$3.51M 0.05%
12,633
+1,740
62
$3.49M 0.05%
138,384
+30,015
63
$3.48M 0.05%
32,797
-4,233
64
$3.42M 0.05%
76,642
+17,355
65
$3.29M 0.05%
103,085
-14,915
66
$3.2M 0.05%
41,654
-2,059
67
$3.17M 0.05%
876,640
+55,080
68
$3.07M 0.05%
68,715
-24,554
69
$2.83M 0.04%
83,994
-12,894
70
$2.83M 0.04%
96,815
+19,447
71
$2.8M 0.04%
57,158
+3,277
72
$2.68M 0.04%
286,624
+85,264
73
$2.67M 0.04%
24,524
+1,948
74
$2.62M 0.04%
29,532
+8,594
75
$2.61M 0.04%
10,746
+1,598
1 2
3
4 5