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
76
$2.56M 0.04%
23,821
+6,253
77
$2.56M 0.04%
15,841
+1,976
78
$2.54M 0.04%
25,347
+2,429
79
$2.45M 0.04%
5,793
+1,092
80
$2.39M 0.04%
31,140
+7,515
81
$2.33M 0.03%
39,953
+3,877
82
$2.3M 0.03%
10,354
+1,896
83
$2.29M 0.03%
28,412
+716
84
$2.28M 0.03%
14,269
-616
85
$2.28M 0.03%
42,458
+6,829
86
$2.25M 0.03%
64,092
+16,552
87
$2.24M 0.03%
46,055
+4,189
88
$2.21M 0.03%
43,336
+6,494
89
$2.18M 0.03%
39,543
-2,553
90
$2.16M 0.03%
92,670
+5,440
91
$2.15M 0.03%
26,068
+1,571
92
$2.13M 0.03%
17,238
+184
93
$2.1M 0.03%
16,510
+244
94
$2.08M 0.03%
8,597
+1,788
95
$2.05M 0.03%
10,369
+2,028
96
$2.05M 0.03%
1,095
+80
97
$2.04M 0.03%
39,311
+6,908
98
$2.02M 0.03%
27,265
+3,978
99
$1.94M 0.03%
23,024
+1,294
100
$1.83M 0.03%
28,217
+1,040
2 3
4
5 6