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
151
$144K 0.01%
5,202
+3,389
152
$144K 0.01%
1,918
+658
153
$142K 0.01%
2,024
+906
154
$142K 0.01%
3,686
+1,520
155
$142K 0.01%
5,046
+2,443
156
$140K 0.01%
2,712
+1,248
157
$140K 0.01%
1,512
+299
158
$139K 0.01%
1,624
+592
159
$139K 0.01%
1,298
+645
160
$138K 0.01%
1,513
+652
161
$138K 0.01%
1,385
+367
162
$137K 0.01%
1,514
+68
163
$137K 0.01%
2,733
+1,079
164
$137K 0.01%
2,794
+1,313
165
$137K 0.01%
2,291
+1,545
166
$136K 0.01%
5,544
+2,064
167
$135K 0.01%
1,164
+399
168
$135K 0.01%
1,946
-510
169
$134K 0.01%
3,562
+1,943
170
$131K 0.01%
2,675
+885
171
$129K 0.01%
1,873
+701
172
$128K 0.01%
1,282
+848
173
$128K 0.01%
1,066
+377
174
$128K 0.01%
3,553
+1,089
175
$127K 0.01%
2,159
+1,163
5 6
7
8 9