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
126
$106K 0.01%
+2,049
127
$105K 0.01%
+1,852
128
$105K 0.01%
+1,068
129
$102K 0.01%
+2,018
130
$100K 0.01%
+2,694
131
$99K 0.01%
+2,006
132
$98K 0.01%
+854
133
$98K 0.01%
+1,381
134
$97K 0.01%
+1,329
135
$95K 0.01%
+1,790
136
$95K 0.01%
+1,124
137
$95K 0.01%
+1,307
138
$93K 0.01%
+2,257
139
$91K 0.01%
+1,838
140
$91K 0.01%
+1,524
141
$90K 0.01%
+9,030
142
$90K 0.01%
+704
143
$90K 0.01%
+911
144
$89K 0.01%
+166
145
$89K 0.01%
+2,506
146
$89K 0.01%
+1,007
147
$89K 0.01%
+1,973
148
$88K 0.01%
+7,600
149
$88K 0.01%
+200
150
$88K 0.01%
+1,841
4 5
6
7 8