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
$6.9B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$40.2M
3
+$34.4M
4
IAU icon
iShares Gold Trust
IAU
+$19.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.98M

Top Sells

1
+$13.8M
2
+$13.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.51B 36.41%
10,583,798
+25,226
2
$1.92B 27.9%
40,170,244
+965,155
3
$900M 13.05%
9,067,389
+405,270
4
$646M 9.37%
15,726,198
+836,192
5
$357M 5.18%
3,910,049
+57,509
6
$264M 3.83%
1,382,368
-72,187
7
$172M 2.5%
4,414,668
+505,352
8
$121M 1.76%
1,128,413
-124,513
9
$9K ﹤0.01%
+19
10
$6K ﹤0.01%
+130