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
201
$743K 0.01%
+90,241
202
$732K 0.01%
5,526
+959
203
$729K 0.01%
22,805
+11,395
204
$726K 0.01%
10,258
+102
205
$704K 0.01%
10,613
+1,704
206
$700K 0.01%
704
+619
207
$693K 0.01%
3,321
+591
208
$690K 0.01%
19,766
+2,384
209
$687K 0.01%
48,580
+3,450
210
$685K 0.01%
11,159
+2,229
211
$684K 0.01%
6,830
+2,149
212
$679K 0.01%
13,492
+1,544
213
$677K 0.01%
17,420
+4,460
214
$675K 0.01%
10,160
+2,834
215
$667K 0.01%
6,417
+693
216
$666K 0.01%
12,402
+1,504
217
$660K 0.01%
6,577
+735
218
$660K 0.01%
15,344
+5,155
219
$658K 0.01%
25,338
+7,961
220
$657K 0.01%
+23,071
221
$652K 0.01%
14,221
+1,444
222
$650K 0.01%
22,925
-64
223
$647K 0.01%
4,871
+1,537
224
$645K 0.01%
+16,691
225
$639K 0.01%
13,329
+5,718
7 8
9
10 11