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
126
$173K 0.02%
3,430
+1,026
127
$171K 0.01%
4,199
+2,087
128
$167K 0.01%
2,878
+621
129
$166K 0.01%
2,796
+1,497
130
$164K 0.01%
5,428
+1,390
131
$163K 0.01%
1,993
+1,148
132
$162K 0.01%
2,046
+406
133
$162K 0.01%
1,640
+1,486
134
$160K 0.01%
1,523
+612
135
$156K 0.01%
6,966
+1,678
136
$156K 0.01%
1,482
-47
137
$154K 0.01%
2,607
+279
138
$154K 0.01%
6,222
+3,290
139
$152K 0.01%
2,577
+725
140
$152K 0.01%
2,919
+913
141
$151K 0.01%
1,649
+909
142
$150K 0.01%
2,822
+773
143
$149K 0.01%
1,461
+778
144
$148K 0.01%
1,259
+405
145
$148K 0.01%
3,744
+368
146
$147K 0.01%
2,758
+740
147
$147K 0.01%
2,432
+864
148
$146K 0.01%
4,440
+4,200
149
$145K 0.01%
269
+103
150
$145K 0.01%
1,451
+444
4 5
6
7 8