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
176
$127K 0.01%
2,987
+973
177
$126K 0.01%
3,266
+2,555
178
$126K 0.01%
1,666
+557
179
$126K 0.01%
1,503
+522
180
$125K 0.01%
817
+615
181
$123K 0.01%
11,826
+5,046
182
$123K 0.01%
3,144
+450
183
$122K 0.01%
2,039
+515
184
$121K 0.01%
+610
185
$121K 0.01%
1,566
+237
186
$118K 0.01%
977
+242
187
$118K 0.01%
3,268
+2,026
188
$117K 0.01%
922
+471
189
$117K 0.01%
1,341
+439
190
$116K 0.01%
891
+287
191
$116K 0.01%
2,869
+1,361
192
$115K 0.01%
1,189
-12
193
$114K 0.01%
1,551
+821
194
$114K 0.01%
2,053
+488
195
$114K 0.01%
4,929
+3,188
196
$114K 0.01%
2,853
-474
197
$113K 0.01%
2,338
-783
198
$113K 0.01%
734
+361
199
$113K 0.01%
504
+257
200
$112K 0.01%
1,657
+858
6 7
8
9 10