WI

WealthNavi Inc Portfolio holdings

AUM $10.8B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.74B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$60.5M
3 +$20.5M
4
IYR icon
iShares US Real Estate ETF
IYR
+$13.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.6M

Top Sells

1 +$6.31M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.64B 34.57%
9,139,850
+337,195
2
$1.34B 28.3%
36,920,514
+3,624,791
3
$651M 13.72%
6,758,009
+212,522
4
$509M 10.74%
13,960,118
+317,884
5
$267M 5.62%
1,723,474
-40,773
6
$227M 4.78%
2,786,374
+170,883
7
$108M 2.27%
1,025,918
+90,077