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
$5.35B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$33.6M
3 +$31.5M
4
IYR icon
iShares US Real Estate ETF
IYR
+$22.4M
5
IAU icon
iShares Gold Trust
IAU
+$11.8M

Top Sells

1 +$7.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.86B 34.72%
9,707,294
+567,444
2
$1.56B 29.17%
37,148,031
+227,517
3
$687M 12.85%
7,082,440
+324,431
4
$578M 10.81%
14,821,930
+861,812
5
$285M 5.34%
1,681,701
-41,773
6
$257M 4.81%
3,051,993
+265,619
7
$112M 2.09%
1,050,095
+24,177
8
$11.8M 0.22%
+339,735