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
201
$112K 0.01%
1,197
+675
202
$112K 0.01%
2,327
+354
203
$111K 0.01%
1,187
+1,008
204
$109K 0.01%
1,610
+1,183
205
$109K 0.01%
10,695
+1,665
206
$109K 0.01%
2,886
+528
207
$109K 0.01%
974
+360
208
$109K 0.01%
4,618
+2,331
209
$107K 0.01%
6,084
+3,127
210
$106K 0.01%
845
+380
211
$105K 0.01%
1,481
+844
212
$105K 0.01%
1,345
+689
213
$104K 0.01%
1,806
+369
214
$103K 0.01%
1,632
+748
215
$102K 0.01%
3,012
+1,572
216
$101K 0.01%
1,393
+625
217
$101K 0.01%
2,690
+989
218
$100K 0.01%
4,118
+1,174
219
$100K 0.01%
2,585
+1,926
220
$100K 0.01%
824
+240
221
$100K 0.01%
1,201
+583
222
$100K 0.01%
2,824
+1,167
223
$99K 0.01%
1,335
+317
224
$99K 0.01%
1,529
-926
225
$99K 0.01%
1,335
+384
7 8
9
10 11