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
$6.17B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$80M
2 +$72.2M
3 +$55.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$50.6M
5
IYR icon
iShares US Real Estate ETF
IYR
+$28M

Top Sells

1 +$7.64M
2 +$2.91M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.24B 36.34%
10,558,572
+238,323
2
$1.71B 27.77%
39,205,089
+1,830,452
3
$815M 13.2%
8,662,119
+768,050
4
$584M 9.46%
14,890,006
-74,190
5
$301M 4.88%
3,852,540
+357,859
6
$249M 4.04%
1,454,555
-44,535
7
$137M 2.22%
3,909,316
+1,588,425
8
$130M 2.11%
1,252,926
+93,013