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
101
$126K 0.02%
+917
102
$125K 0.02%
+7,672
103
$125K 0.02%
+1,201
104
$125K 0.02%
+2,328
105
$125K 0.02%
+3,376
106
$124K 0.02%
+6,023
107
$124K 0.02%
+944
108
$123K 0.02%
+1,446
109
$120K 0.02%
+3,452
110
$119K 0.01%
+1,065
111
$119K 0.01%
+1,808
112
$116K 0.01%
+4,038
113
$116K 0.01%
+1,947
114
$116K 0.01%
+2,404
115
$112K 0.01%
+1,612
116
$112K 0.01%
+1,447
117
$111K 0.01%
+1,640
118
$111K 0.01%
+5,288
119
$111K 0.01%
+2,055
120
$110K 0.01%
+2,211
121
$110K 0.01%
+2,758
122
$108K 0.01%
+1,753
123
$108K 0.01%
+1,213
124
$107K 0.01%
+511
125
$107K 0.01%
+938
3 4
5
6 7