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
176
$78K 0.01%
+1,118
177
$78K 0.01%
+3,126
178
$78K 0.01%
+1,109
179
$78K 0.01%
+902
180
$77K 0.01%
+2,166
181
$77K 0.01%
+1,564
182
$77K 0.01%
+1,437
183
$77K 0.01%
+1,547
184
$77K 0.01%
+2,275
185
$76K 0.01%
+689
186
$76K 0.01%
+1,018
187
$76K 0.01%
+2,014
188
$75K 0.01%
+330
189
$74K 0.01%
+1,481
190
$74K 0.01%
+1,044
191
$74K 0.01%
+745
192
$74K 0.01%
+981
193
$73K 0.01%
+1,206
194
$72K 0.01%
+546
195
$72K 0.01%
+1,232
196
$72K 0.01%
+584
197
$72K 0.01%
+485
198
$71K 0.01%
+326
199
$71K 0.01%
+2,603
200
$71K 0.01%
+1,299
6 7
8
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