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
151
$88K 0.01%
+1,568
152
$87K 0.01%
+1,356
153
$87K 0.01%
+285
154
$87K 0.01%
+735
155
$86K 0.01%
+1,049
156
$86K 0.01%
+1,118
157
$86K 0.01%
+1,032
158
$85K 0.01%
+1,654
159
$85K 0.01%
+1,018
160
$85K 0.01%
+2,728
161
$85K 0.01%
+1,886
162
$85K 0.01%
+2,112
163
$84K 0.01%
+1,205
164
$84K 0.01%
+1,565
165
$84K 0.01%
+765
166
$83K 0.01%
+1,172
167
$83K 0.01%
+3,480
168
$83K 0.01%
+1,260
169
$82K 0.01%
+2,464
170
$81K 0.01%
+2,166
171
$81K 0.01%
+2,358
172
$80K 0.01%
+1,083
173
$79K 0.01%
+861
174
$79K 0.01%
+1,054
175
$79K 0.01%
+1,726
5 6
7
8 9