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
76
$157K 0.02%
+2,505
77
$152K 0.02%
+1,519
78
$151K 0.02%
+1,435
79
$150K 0.02%
+5,580
80
$148K 0.02%
+2,340
81
$147K 0.02%
+1,529
82
$147K 0.02%
+896
83
$145K 0.02%
+2,206
84
$145K 0.02%
+3,892
85
$144K 0.02%
+3,114
86
$142K 0.02%
+3,522
87
$140K 0.02%
+3,627
88
$140K 0.02%
+1,435
89
$138K 0.02%
+2,904
90
$135K 0.02%
+3,327
91
$134K 0.02%
+4,045
92
$133K 0.02%
+419
93
$133K 0.02%
+1,668
94
$132K 0.02%
+750
95
$131K 0.02%
+790
96
$131K 0.02%
+1,441
97
$131K 0.02%
+847
98
$128K 0.02%
+7,480
99
$126K 0.02%
+1,037
100
$126K 0.02%
+1,816
2 3
4
5 6