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
126
$1.27M 0.02%
15,424
+3,105
127
$1.27M 0.02%
19,251
-14,826
128
$1.25M 0.02%
68,544
+11,277
129
$1.24M 0.02%
11,447
+205
130
$1.23M 0.02%
16,439
+1,520
131
$1.22M 0.02%
47,423
-528
132
$1.22M 0.02%
83,192
+54,136
133
$1.2M 0.02%
20,066
+1,906
134
$1.19M 0.02%
9,512
+1,048
135
$1.17M 0.02%
13,710
-1,687
136
$1.15M 0.02%
9,201
+2,398
137
$1.14M 0.02%
9,381
+803
138
$1.14M 0.02%
11,121
-215
139
$1.13M 0.02%
14,079
+2,649
140
$1.13M 0.02%
58,997
-5,821
141
$1.11M 0.02%
7,314
+953
142
$1.1M 0.02%
8,526
+1,462
143
$1.09M 0.02%
14,061
-3,148
144
$1.09M 0.02%
7,892
+1,614
145
$1.08M 0.02%
7,559
+1,084
146
$1.05M 0.02%
13,499
+1,411
147
$1.05M 0.02%
9,298
+6,340
148
$1.04M 0.02%
5,963
+1,234
149
$1.04M 0.02%
7,851
+2,577
150
$1.03M 0.02%
92,391
+44,124
4 5
6
7 8