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
101
$217K 0.02%
1,360
+464
102
$209K 0.02%
3,240
+1,487
103
$206K 0.02%
1,923
+488
104
$206K 0.02%
1,253
+862
105
$204K 0.02%
6,622
+1,042
106
$203K 0.02%
5,093
+1,571
107
$202K 0.02%
1,213
+366
108
$201K 0.02%
1,060
+310
109
$199K 0.02%
2,886
+1,530
110
$199K 0.02%
897
+386
111
$197K 0.02%
5,181
+2,675
112
$196K 0.02%
2,183
+1,134
113
$195K 0.02%
2,054
+930
114
$190K 0.02%
2,949
+894
115
$188K 0.02%
2,192
+745
116
$187K 0.02%
4,076
+2,658
117
$187K 0.02%
4,591
+1,833
118
$187K 0.02%
4,762
+870
119
$187K 0.02%
1,559
+522
120
$185K 0.02%
2,156
+37
121
$181K 0.02%
1,478
-1,495
122
$179K 0.02%
2,506
+1,125
123
$178K 0.02%
7,796
+1,773
124
$176K 0.02%
1,696
+628
125
$174K 0.02%
1,302
+358
3 4
5
6 7