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
$5.87B
AUM Growth
+$522M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$83.9M
2 +$46.5M
3 +$31.5M
4
IYR icon
iShares US Real Estate ETF
IYR
+$27.6M
5
IAU icon
iShares Gold Trust
IAU
+$20.1M

Top Sells

1 +$18.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.07B 35.2%
10,118,479
+411,185
2
$1.69B 28.8%
37,416,633
+268,602
3
$752M 12.82%
7,548,645
+466,205
4
$630M 10.74%
15,601,022
+779,092
5
$290M 4.94%
1,582,922
-98,779
6
$287M 4.89%
3,376,754
+324,761
7
$120M 2.05%
1,092,178
+42,083
8
$32.8M 0.56%
878,781
+539,046