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
76
$271K 0.02%
6,472
+2,845
77
$269K 0.02%
2,094
+1,390
78
$269K 0.02%
2,585
+1,150
79
$252K 0.02%
2,402
+883
80
$252K 0.02%
3,405
+1,597
81
$252K 0.02%
1,671
+754
82
$250K 0.02%
5,116
+2,212
83
$248K 0.02%
2,123
+559
84
$246K 0.02%
2,894
+1,776
85
$245K 0.02%
6,452
+3,000
86
$245K 0.02%
8,469
-14,217
87
$243K 0.02%
3,405
+1,065
88
$241K 0.02%
5,679
+3,513
89
$238K 0.02%
719
+127
90
$237K 0.02%
1,872
+934
91
$231K 0.02%
2,834
+1,166
92
$230K 0.02%
5,230
+1,323
93
$229K 0.02%
709
+290
94
$228K 0.02%
3,096
+890
95
$224K 0.02%
3,158
+1,211
96
$222K 0.02%
8,265
+1,435
97
$221K 0.02%
4,338
+2,497
98
$220K 0.02%
1,301
+511
99
$220K 0.02%
2,394
+1,087
100
$219K 0.02%
1,885
+820
2 3
4
5 6