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
201
$70K 0.01%
+2,944
202
$69K 0.01%
+1,464
203
$68K 0.01%
+604
204
$67K 0.01%
+845
205
$66K 0.01%
+6,780
206
$65K 0.01%
+2,980
207
$65K 0.01%
+1,077
208
$64K 0.01%
+2,932
209
$64K 0.01%
+740
210
$64K 0.01%
+588
211
$64K 0.01%
+614
212
$64K 0.01%
+821
213
$63K 0.01%
+4,390
214
$63K 0.01%
+683
215
$62K 0.01%
+1,418
216
$62K 0.01%
+1,309
217
$62K 0.01%
+1,047
218
$61K 0.01%
+391
219
$61K 0.01%
+1,217
220
$60K 0.01%
+2,498
221
$60K 0.01%
+906
222
$60K 0.01%
+1,954
223
$59K 0.01%
+1,848
224
$59K 0.01%
+996
225
$59K 0.01%
+350
7 8
9
10 11