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
176
$849K 0.01%
3,530
+487
177
$846K 0.01%
4,444
+424
178
$844K 0.01%
9,402
+1,509
179
$842K 0.01%
44,904
+22,332
180
$840K 0.01%
10,960
+3,454
181
$815K 0.01%
6,969
+711
182
$813K 0.01%
11,709
+2,073
183
$812K 0.01%
10,049
+1,760
184
$801K 0.01%
10,243
+1,294
185
$794K 0.01%
28,656
+1,949
186
$789K 0.01%
26,269
+1,189
187
$787K 0.01%
11,640
+4,856
188
$786K 0.01%
2,488
+268
189
$780K 0.01%
12,869
+1,302
190
$778K 0.01%
4,807
+2,309
191
$778K 0.01%
17,638
+1,839
192
$772K 0.01%
4,612
+902
193
$770K 0.01%
24,087
+14,519
194
$760K 0.01%
16,766
+4,216
195
$754K 0.01%
+58,844
196
$753K 0.01%
7,118
+691
197
$753K 0.01%
9,676
+1,031
198
$746K 0.01%
4,533
-189
199
$746K 0.01%
22,651
+16,041
200
$744K 0.01%
11,111
+675
6 7
8
9 10