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
1
$891M 13.36%
21,568,350
+3,004,922
2
$887M 13.3%
21,721,374
+2,965,406
3
$836M 12.53%
6,713,691
+859,561
4
$453M 6.79%
28,509,758
+2,413,086
5
$429M 6.43%
3,891,287
+512,411
6
$407M 6.1%
4,388,286
+632,693
7
$352M 5.28%
36,110,898
+5,042,502
8
$304M 4.55%
6,070,502
+547,943
9
$261M 3.92%
5,366,547
+770,753
10
$194M 2.9%
2,326,505
+358,981
11
$173M 2.6%
11,531,490
+1,323,867
12
$166M 2.48%
1,373,384
+192,005
13
$142M 2.13%
1,386,712
+283,013
14
$128M 1.91%
1,966,611
+134,960
15
$125M 1.87%
1,410,015
+498,926
16
$99.2M 1.49%
867,483
+131,214
17
$76M 1.14%
560,732
+66,649
18
$43.1M 0.65%
285,342
-705
19
$38.6M 0.58%
173,833
+19,400
20
$30.8M 0.46%
854,556
+98,548
21
$28.7M 0.43%
258,193
+25,234
22
$24.4M 0.37%
886,180
+299,848
23
$20.6M 0.31%
299,365
+35,234
24
$15.7M 0.23%
323,380
+46,160
25
$12.2M 0.18%
91,982
+18,743
1
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