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
151
$1.03M 0.02%
5,480
+695
152
$1.01M 0.02%
4,143
-930
153
$1M 0.02%
23,189
+2,920
154
$992K 0.01%
6,795
+822
155
$975K 0.01%
32,656
+4,139
156
$956K 0.01%
14,504
+620
157
$949K 0.01%
20,894
+3,885
158
$945K 0.01%
15,201
+1,808
159
$938K 0.01%
7,589
+831
160
$918K 0.01%
10,601
+2,270
161
$915K 0.01%
+40,091
162
$913K 0.01%
77,055
+58,536
163
$911K 0.01%
6,855
+1,190
164
$911K 0.01%
3,357
+220
165
$909K 0.01%
14,860
+1,436
166
$905K 0.01%
4,671
+398
167
$899K 0.01%
14,409
+456
168
$897K 0.01%
9,909
+258
169
$891K 0.01%
1,815
+322
170
$883K 0.01%
6,651
+146
171
$881K 0.01%
6,825
+484
172
$872K 0.01%
15,382
+3,862
173
$867K 0.01%
2,575
+120
174
$866K 0.01%
16,556
+3,117
175
$852K 0.01%
11,614
+1,215
5 6
7
8 9