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
101
$1.81M 0.03%
22,123
+2,558
102
$1.81M 0.03%
12,437
+2,446
103
$1.79M 0.03%
8,238
+888
104
$1.78M 0.03%
51,101
+15,776
105
$1.78M 0.03%
16,127
+1,634
106
$1.75M 0.03%
20,951
+5,567
107
$1.73M 0.03%
39,451
+10,728
108
$1.73M 0.03%
11,774
-1,708
109
$1.69M 0.03%
+65,790
110
$1.68M 0.03%
28,489
-4,448
111
$1.68M 0.03%
14,198
+4,849
112
$1.63M 0.02%
29,175
+4,599
113
$1.62M 0.02%
25,884
+4,387
114
$1.6M 0.02%
10,699
+833
115
$1.59M 0.02%
6,211
+831
116
$1.59M 0.02%
17,971
+1,896
117
$1.48M 0.02%
35,760
+2,556
118
$1.44M 0.02%
14,909
+530
119
$1.42M 0.02%
10,029
+905
120
$1.42M 0.02%
29,560
+1,771
121
$1.4M 0.02%
32,497
+1,313
122
$1.33M 0.02%
9,618
+1,025
123
$1.33M 0.02%
+24,527
124
$1.33M 0.02%
31,113
+6,488
125
$1.31M 0.02%
43,126
+21,778
3 4
5
6 7